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Mission Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Mission Wealth Management’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 		$1.21M Sell
8,356
-1,094
-12% -$162K 0.02% 297
2025
Q4 		$1.33M Buy
9,450
+638
+7% +$90.3K 0.03% 281
2025
Q3 		$1.25M Sell
8,812
-1,075
-11% -$148K 0.02% 292
2025
Q2 		$1.32M Sell
9,887
-1,538
-13% -$193K 0.03% 273
2025
Q1 		$1.42M Buy
11,425
+8,715
+322% +$1.17M 0.03% 234
2024
Q4 		$367K Buy
2,710
+200
+8% +$28.3K 0.01% 509
2024
Q3 		$350K Buy
2,510
+12
+0.5% +$1.62K 0.01% 516
2024
Q2 		$321K Buy
2,498
+89
+4% +$11.4K 0.01% 518
2024
Q1 		$315K Sell
2,409
-14
-0.6% -$1.75K 0.01% 540
2023
Q4 		$303K Hold
2,423
– – 0.01% 467
2023
Q3 		$266K Sell
2,423
-190
-7% -$21.9K 0.01% 461
2023
Q2 		$300K Hold
2,613
– – 0.01% 452
2023
Q1 		$287K Sell
2,613
-128
-5% -$14.4K 0.01% 452
2022
Q4 		$296K Sell
2,741
-70
-2% -$7.7K 0.01% 424
2022
Q3 		$286K Buy
2,811
+293
+12% +$32.9K 0.02% 408
2022
Q2 		$265K Hold
2,518
– – 0.01% 419
2022
Q1 		$315K Sell
2,518
-20
-0.8% -$2.52K 0.01% 406
2021
Q4 		$352K Buy
2,538
+140
+6% +$19.1K 0.02% 394
2021
Q3 		$312K Buy
2,398
+547
+30% +$72.1K 0.02% 399
2021
Q2 		$245K Buy
1,851
+28
+2% +$3.64K 0.01% 434
2021
Q1 		$234K Buy
+1,823
New +$232K 0.01% 407

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

Mission Wealth Management's IJT Position: Q1 2026 in Review

Mission Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 12% in Q1 2026, selling an estimated $162K and leaving 8,356 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #297.

Mission Wealth Management first reported a position in IJT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.42M in Q1 2025. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Mission Wealth Management held 8,356 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.21M as of Q1 2026.
  • Mission Wealth Management sold 1,094 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $162K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #297 holding.
  • Mission Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Mission Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.42M in Q1 2025.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.