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

MOTCO’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	$256K	Sell	1,767 -7	-0.4%	-$1.04K	0.02%	187
2025 Q4	$250K	Hold	1,774	–	–	0.02%	190
2025 Q3	$251K	Sell	1,774 -7	-0.4%	-$966	0.02%	187
2025 Q2	$238K	Hold	1,781	–	–	0.02%	182
2025 Q1	$222K	Hold	1,781	–	–	0.02%	179
2024 Q4	$241K	Sell	1,781 -15	-0.8%	-$2.12K	0.02%	176
2024 Q3	$251K	Hold	1,796	–	–	0.03%	191
2024 Q2	$231K	Hold	1,796	–	–	0.01%	261
2024 Q1	$235K	Sell	1,796 -12	-0.7%	-$1.5K	0.01%	267
2023 Q4	$226K	Sell	1,808 -134	-7%	-$15K	0.01%	243
2023 Q3	$213K	Sell	1,942 -45	-2%	-$5.19K	0.01%	225
2023 Q2	$228K	Sell	1,987 -253	-11%	-$27.6K	0.02%	218
2023 Q1	$246K	Hold	2,240	–	–	0.02%	214
2022 Q4	$242K	Hold	2,240	–	–	0.02%	212
2022 Q3	$228K	Hold	2,240	–	–	0.02%	212
2022 Q2	$236K	Hold	2,240	–	–	0.02%	212
2022 Q1	$280K	Hold	2,240	–	–	0.02%	207
2021 Q4	$311K	Sell	2,240 -17	-0.8%	-$2.31K	0.02%	198
2021 Q3	$294K	Hold	2,257	–	–	0.02%	203
2021 Q2	$299K	Sell	2,257 -183	-8%	-$23.8K	0.02%	208
2021 Q1	$313K	Sell	2,440 -54	-2%	-$6.86K	0.02%	199
2020 Q4	$284K	Hold	2,494	–	–	0.02%	202
2020 Q3	$220K	Hold	2,494	–	–	0.02%	212
2020 Q2	$212K	Sell	2,494 -92	-4%	-$7.17K	0.02%	195
2020 Q1	$178K	Sell	2,586 -32	-1%	-$2.83K	0.02%	211
2019 Q4	$253K	Buy	2,618 +16	+0.6%	+$1.48K	0.02%	193
2019 Q3	$232K	Hold	2,602	–	–	0.02%	204
2019 Q2	$238K	Hold	2,602	–	–	0.02%	210
2019 Q1	$232K	Hold	2,602	–	–	0.02%	198
2018 Q4	$210K	Hold	2,602	–	–	0.02%	198
2018 Q3	$263K	Sell	2,602 -50	-2%	-$5.03K	0.03%	188
2018 Q2	$250K	Hold	2,652	–	–	0.03%	180
2018 Q1	$231K	Hold	2,652	–	–	0.02%	189
2017 Q4	$226K	Hold	2,652	–	–	0.02%	186
2017 Q3	$218K	Sell	2,652 -140	-5%	-$10.9K	0.02%	192
2017 Q2	$217K	Sell	2,792 -280	-9%	-$21.5K	0.02%	191
2017 Q1	$235K	Sell	3,072 -18	-0.6%	-$1.36K	0.03%	178
2016 Q4	$232K	Sell	3,090 -420	-12%	-$29.6K	0.03%	178
2016 Q3	$241K	Sell	3,510 -442	-11%	-$29.8K	0.03%	181
2016 Q2	$254K	Sell	3,952 -126	-3%	-$7.92K	0.03%	174
2016 Q1	$253K	Hold	4,078	–	–	0.03%	174
2015 Q4	$253K	Sell	4,078 -30	-0.7%	-$1.9K	0.03%	169
2015 Q3	$247K	Hold	4,108	–	–	0.03%	169
2015 Q2	$269K	Sell	4,108 -78	-2%	-$5.09K	0.03%	170
2015 Q1	$272K	Hold	4,186	–	–	0.03%	169
2014 Q4	$256K	Hold	4,186	–	–	0.03%	178
2014 Q3	$235K	Sell	4,186 -756	-15%	-$44.1K	0.02%	182
2014 Q2	$299K	Sell	4,942 -520	-10%	-$30.2K	0.03%	168
2014 Q1	$325K	Sell	5,462 -460	-8%	-$27K	0.04%	162
2013 Q4	$352K	Sell	5,922 -728	-11%	-$41.4K	0.04%	159
2013 Q3	$360K	Sell	6,650 -360	-5%	-$18.8K	0.04%	157
2013 Q2	$340K	Buy	+7,010	New	+$334K	0.04%	160

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MOTCO's IJT Position: Q1 2026 in Review

MOTCO reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.39% in Q1 2026, selling an estimated $1.04K and leaving 1,767 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #187.

MOTCO first reported a position in IJT in Q2 2013 and has held it in 52 quarters since. The position peaked at $360K in Q3 2013. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

MOTCO held 1,767 shares of iShares S&P Small-Cap 600 Growth ETF worth $256K as of Q1 2026.
MOTCO sold 7 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $1.04K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of MOTCO's portfolio in Q1 2026, its #187 holding.
MOTCO first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 52 quarters since.
MOTCO's iShares S&P Small-Cap 600 Growth ETF position peaked at $360K in Q3 2013.
758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.