NOI
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Newton One Investments’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Newton One Investments’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 		$1.68M Sell
11,614
-44,934
-79% -$6.67M 0.46% 19
2025
Q4 		$7.98M Sell
56,548
-1,235
-2% -$175K 2.35% 12
2025
Q3 		$8.18M Buy
57,783
+312
+0.5% +$43.1K 2.42% 11
2025
Q2 		$7.65M Sell
57,471
-190
-0.3% -$23.8K 2.41% 12
2025
Q1 		$7.18M Buy
57,661
+3,826
+7% +$512K 2.57% 11
2024
Q4 		$7.29M Sell
53,835
-737
-1% -$104K 2.81% 10
2024
Q3 		$7.61M Buy
54,572
+367
+0.7% +$49.5K 3.05% 11
2024
Q2 		$6.96M Buy
54,205
+385
+0.7% +$49.2K 3% 11
2024
Q1 		$7.04M Buy
53,820
+1,484
+3% +$185K 3.09% 11
2023
Q4 		$6.55M Buy
52,336
+5,745
+12% +$644K 3.01% 11
2023
Q3 		$5.11M Buy
46,591
+3,540
+8% +$408K 3.04% 11
2023
Q2 		$4.95M Buy
43,051
+629
+1% +$68.7K 2.84% 11
2023
Q1 		$4.66M Sell
42,422
-1,108
-3% -$125K 2.8% 12
2022
Q4 		$4.7M Buy
43,530
+23,197
+114% +$2.55M 3.04% 10
2022
Q3 		$2.07M Buy
20,333
+609
+3% +$68.4K 1.47% 16
2022
Q2 		$2.08M Buy
19,724
+109
+0.6% +$12.4K 1.54% 16
2022
Q1 		$2.45M Buy
19,615
+660
+3% +$83.2K 1.79% 14
2021
Q4 		$2.63M Buy
18,955
+524
+3% +$71.3K 1.86% 14
2021
Q3 		$2.4M Buy
18,431
+3,775
+26% +$498K 1.79% 14
2021
Q2 		$1.94M Buy
14,656
+953
+7% +$124K 1.54% 14
2021
Q1 		$1.76M Buy
13,703
+1,295
+10% +$165K 1.56% 15
2020
Q4 		$1.42M Buy
+12,408
New +$1.26M 1.39% 16

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

Newton One Investments's IJT Position: Q1 2026 in Review

Newton One Investments reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 79% in Q1 2026, selling an estimated $6.67M and leaving 11,614 shares worth $1.68M. The position accounts for 0.46% of the portfolio, ranked #19.

Newton One Investments first reported a position in IJT in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.18M in Q3 2025. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Newton One Investments held 11,614 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.68M as of Q1 2026.
  • Newton One Investments sold 44,934 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $6.67M.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.46% of Newton One Investments's portfolio in Q1 2026, its #19 holding.
  • Newton One Investments first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Newton One Investments's iShares S&P Small-Cap 600 Growth ETF position peaked at $8.18M in Q3 2025.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.