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Midwest Trust’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Midwest Trust’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25M Buy
8,649
+864
+11% +$128K 0.02% 332
2025
Q4 		$1.1M Sell
7,785
-161
-2% -$22.8K 0.01% 332
2025
Q3 		$1.12M Sell
7,946
-115
-1% -$15.9K 0.01% 332
2025
Q2 		$1.07M Buy
+8,061
New +$1.01M 0.01% 334

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Midwest Trust's IJT Position: Q1 2026 in Review

Midwest Trust increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 11% in Q1 2026, buying an estimated $128K and bringing the position to 8,649 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #332.

Midwest Trust first reported a position in IJT in Q2 2025 and has held it in 4 quarters since. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Midwest Trust held 8,649 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.25M as of Q1 2026.
  • Midwest Trust bought 864 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $128K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Midwest Trust's portfolio in Q1 2026, its #332 holding.
  • Midwest Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.