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Moneta Group Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Moneta Group Investment Advisors’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 		$33.7M Buy
232,555
+5,190
+2% +$770K 0.25% 53
2025
Q4 		$32.1M Sell
227,365
-114
-0.1% -$16.1K 0.24% 56
2025
Q3 		$32.2M Buy
227,479
+7,430
+3% +$1.03M 0.26% 55
2025
Q2 		$29.3M Buy
220,049
+24,452
+13% +$3.06M 0.35% 52
2025
Q1 		$24.4M Buy
195,597
+1,347
+0.7% +$180K 0.34% 50
2024
Q4 		$26.3M Sell
194,250
-713
-0.4% -$101K 0.37% 48
2024
Q3 		$27.2M Buy
194,963
+3,969
+2% +$535K 0.39% 49
2024
Q2 		$24.5M Sell
190,994
-2,667
-1% -$341K 0.39% 47
2024
Q1 		$25.3M Buy
193,661
+59,998
+45% +$7.49M 0.41% 47
2023
Q4 		$16.7M Buy
133,663
+3,524
+3% +$395K 0.33% 52
2023
Q3 		$14.3M Buy
130,139
+24,923
+24% +$2.87M 0.32% 54
2023
Q2 		$12.1M Buy
105,216
+1,906
+2% +$208K 0.27% 58
2023
Q1 		$11.4M Buy
103,310
+13,361
+15% +$1.51M 0.27% 61
2022
Q4 		$10.4M Buy
89,949
+17,676
+24% +$1.94M 0.29% 61
2022
Q3 		$7.35M Buy
72,273
+7,129
+11% +$800K 0.28% 71
2022
Q2 		$6.86M Buy
65,144
+21,995
+51% +$2.49M 0.23% 77
2022
Q1 		$5.4M Buy
43,149
+4,756
+12% +$600K 0.21% 82
2021
Q4 		$5.33M Buy
38,393
+1,189
+3% +$162K 0.22% 78
2021
Q3 		$4.84M Buy
37,204
+5,183
+16% +$683K 0.22% 75
2021
Q2 		$4.25M Sell
32,021
-538
-2% -$70K 0.2% 87
2021
Q1 		$4.17M Buy
32,559
+4,752
+17% +$604K 0.22% 81
2020
Q4 		$3.17M Sell
27,807
-27,645
-50% -$2.82M 0.23% 76
2020
Q3 		$2.45M Buy
55,452
+30,198
+120% +$2.7M 0.21% 78
2020
Q2 		$2.14M Buy
25,254
+9,150
+57% +$713K 0.2% 82
2020
Q1 		$1.11M Sell
16,104
-9,484
-37% -$837K 0.12% 102
2019
Q4 		$2.47M Sell
25,588
-2,510
-9% -$232K 0.21% 73
2019
Q3 		$2.51M Buy
28,098
+20,076
+250% +$1.81M 0.23% 75
2019
Q2 		$732K Sell
8,022
-664
-8% -$59.7K 0.07% 133
2019
Q1 		$775K Buy
8,686
+2,450
+39% +$217K 0.08% 114
2018
Q4 		$503K Sell
6,236
-320
-5% -$28.5K 0.06% 135
2018
Q3 		$661K Buy
6,556
+690
+12% +$69.4K 0.07% 128
2018
Q2 		$554K Buy
5,866
+370
+7% +$34K 0.06% 161
2018
Q1 		$478K Hold
5,496
– – 0.06% 128
2017
Q4 		$468K Hold
5,496
– – 0.07% 128
2017
Q3 		$452K Hold
5,496
– – 0.07% 131
2017
Q2 		$429K Buy
5,496
+1,396
+34% +$107K 0.07% 138
2017
Q1 		$314K Hold
4,100
– – 0.06% 120
2016
Q4 		$308K Hold
4,100
– – 0.06% 126
2016
Q3 		$281K Buy
+4,100
New +$277K 0.06% 109
2015
Q4 		– Sell
-1,864
Closed -$112K – 273
2015
Q3 		$112K Buy
+1,864
New +$119K 0.03% 174

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

Moneta Group Investment Advisors's IJT Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.3% in Q1 2026, buying an estimated $770K and bringing the position to 232,555 shares worth $33.7M. The position accounts for 0.25% of the portfolio, ranked #53.

Moneta Group Investment Advisors first reported a position in IJT in Q3 2015 and has held it in 40 quarters since. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Moneta Group Investment Advisors held 232,555 shares of iShares S&P Small-Cap 600 Growth ETF worth $33.7M as of Q1 2026.
  • Moneta Group Investment Advisors bought 5,190 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $770K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.25% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #53 holding.
  • Moneta Group Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2015 and has held it in 40 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.