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

Montag & Associates’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 Q2	$71.4K	Hold	400	–	–	﹤0.01%	550
2026 Q1	$57.9K	Hold	400	–	–	﹤0.01%	572
2025 Q4	$56.5K	Buy	+400	New	+$56.6K	﹤0.01%	584
2024 Q3	–	Sell	-186	Closed	-$23.9K	–	1040
2024 Q2	$23.9K	Sell	186 -32	-15%	-$4.09K	﹤0.01%	688
2024 Q1	$28.5K	Buy	+218	New	+$27.2K	﹤0.01%	664
2023 Q1	–	Sell	-32	Closed	-$3.46K	–	944
2022 Q4	$3.46K	Buy	+32	New	+$3.52K	﹤0.01%	845

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montag & Associates's IJT Position: Q2 2026 in Review

Montag & Associates held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 400 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Montag & Associates first reported a position in IJT in Q4 2022 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Montag & Associates held 400 shares of iShares S&P Small-Cap 600 Growth ETF worth $71.4K as of Q2 2026.
Montag & Associates left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #550 holding.
Montag & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 6 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.