North Star Investment Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

North Star Investment Management’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	$22.7K	Sell	127 -130	-51%	-$21.1K	﹤0.01%	900
2026 Q1	$37.2K	Hold	257	–	–	﹤0.01%	801
2025 Q4	$36.3K	Buy	257 +130	+102%	+$18.4K	﹤0.01%	735
2025 Q3	$18K	Hold	127	–	–	﹤0.01%	825
2025 Q2	$16.9K	Hold	127	–	–	﹤0.01%	814
2025 Q1	$15.8K	Hold	127	–	–	﹤0.01%	793
2024 Q4	$17.2K	Hold	127	–	–	﹤0.01%	785
2024 Q3	$17.7K	Hold	127	–	–	﹤0.01%	747
2024 Q2	$16.3K	Hold	127	–	–	﹤0.01%	748
2024 Q1	$16.6K	Hold	127	–	–	﹤0.01%	774
2023 Q4	$15.9K	Hold	127	–	–	﹤0.01%	754
2023 Q3	$13.9K	Hold	127	–	–	﹤0.01%	782
2023 Q2	$14.6K	Hold	127	–	–	﹤0.01%	784
2023 Q1	$14K	Hold	127	–	–	﹤0.01%	814
2022 Q4	$13.7K	Hold	127	–	–	﹤0.01%	804
2022 Q3	$13K	Hold	127	–	–	﹤0.01%	760
2022 Q2	$13K	Hold	127	–	–	﹤0.01%	774
2022 Q1	$16K	Sell	127 -127	-50%	-$16K	﹤0.01%	780
2021 Q4	$35K	Hold	254	–	–	﹤0.01%	685
2021 Q3	$33K	Hold	254	–	–	﹤0.01%	659
2021 Q2	$34K	Buy	+254	New	+$33.1K	﹤0.01%	659

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

North Star Investment Management's IJT Position: Q2 2026 in Review

North Star Investment Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 51% in Q2 2026, selling an estimated $21.1K and leaving 127 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

North Star Investment Management first reported a position in IJT in Q2 2021 and has held it in 21 quarters since. The position peaked at $37.2K in Q1 2026. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

North Star Investment Management held 127 shares of iShares S&P Small-Cap 600 Growth ETF worth $22.7K as of Q2 2026.
North Star Investment Management sold 130 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $21.1K.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #900 holding.
North Star Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2021 and has held it in 21 quarters since.
North Star Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $37.2K in Q1 2026.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.