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Money Concepts Capital’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Money Concepts Capital’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 		$807K Buy
5,580
+171
+3% +$25.4K 0.04% 315
2025
Q4 		$764K Buy
5,409
+226
+4% +$32K 0.04% 290
2025
Q3 		$733K Buy
5,183
+247
+5% +$34.1K 0.05% 280
2025
Q2 		$657K Sell
4,936
-138
-3% -$17.3K 0.04% 276
2025
Q1 		$632K Sell
5,074
-586
-10% -$78.4K 0.05% 275
2024
Q4 		$766K Sell
5,660
-275
-5% -$38.9K 0.06% 241
2024
Q3 		$828K Sell
5,935
-273
-4% -$36.8K 0.06% 236
2024
Q2 		$797K Buy
6,208
+6
+0.1% +$767 0.07% 230
2024
Q1 		$811K Buy
6,202
+1,412
+29% +$176K 0.07% 226
2023
Q4 		$599K Buy
4,790
+296
+7% +$33.2K 0.06% 250
2023
Q3 		$761K Sell
4,494
-250
-5% -$28.8K 0.08% 213
2023
Q2 		$545K Sell
4,744
-98,965
-95% -$10.8M 0.06% 242
2023
Q1 		$2.66M Buy
103,709
+92,631
+836% +$10.4M 0.15% 127
2022
Q4 		$1.2M Sell
11,078
-10,869
-50% -$1.19M 0.05% 264
2022
Q3 		$2.23M Buy
21,947
+1,846
+9% +$207K 0.13% 148
2022
Q2 		$2.13M Sell
20,101
-1,005
-5% -$114K 0.19% 123
2022
Q1 		$2.64M Sell
21,106
-1,458
-6% -$184K 0.15% 156
2021
Q4 		$3.13M Buy
+22,564
New +$3.07M 0.26% 95
2021
Q1 		$2.8M Sell
21,821
-520
-2% -$66.1K 0.22% 102
2020
Q4 		$2.55M Buy
+22,341
New +$2.28M 0.24% 102

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

Money Concepts Capital's IJT Position: Q1 2026 in Review

Money Concepts Capital increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.2% in Q1 2026, buying an estimated $25.4K and bringing the position to 5,580 shares worth $807K. The position accounts for 0.04% of the portfolio, ranked #315.

Money Concepts Capital first reported a position in IJT in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.13M in Q4 2021. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Money Concepts Capital held 5,580 shares of iShares S&P Small-Cap 600 Growth ETF worth $807K as of Q1 2026.
  • Money Concepts Capital bought 171 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $25.4K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Money Concepts Capital's portfolio in Q1 2026, its #315 holding.
  • Money Concepts Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.13M in Q4 2021.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.