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 Q3	$1.37M	Sell	8,516 -229	-3%	-$39.2K	0.02%	339
2026 Q2	$1.56M	Buy	8,745 +96	+1%	+$15.6K	0.02%	322
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Midwest Trust's IJT Position: Q3 2026 in Review

Midwest Trust reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.6% in Q3 2026, selling an estimated $39.2K and leaving 8,516 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #339.

Midwest Trust first reported a position in IJT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.56M in Q2 2026. 515 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

Midwest Trust held 8,516 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.37M as of Q3 2026.
Midwest Trust sold 229 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $39.2K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #339 holding.
Midwest Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.56M in Q2 2026.
515 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.