Novak & Powell Financial Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Novak & Powell Financial Services’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	$1.71M	Sell	11,851 -10,164	-46%	-$1.51M	0.92%	25
2025 Q4	$2.83M	Buy	22,015 +10,025	+84%	+$1.42M	1.48%	16
2025 Q3	$1.7M	Buy	11,990 +5,852	+95%	+$808K	0.89%	25
2025 Q2	$817K	Sell	6,138 -16,482	-73%	-$2.07M	0.57%	39
2025 Q1	$2.53M	Sell	22,620 -1,070	-5%	-$143K	1.58%	14
2024 Q4	$2.92M	Buy	23,690 +10,790	+84%	+$1.53M	1.74%	15
2024 Q3	$1.8M	Sell	12,900 -28	-0.2%	-$3.78K	1.04%	23
2024 Q2	$1.66M	Buy	12,928 +6,095	+89%	+$780K	1.03%	24
2024 Q1	$893K	Sell	6,833 -5,880	-46%	-$734K	0.67%	38
2023 Q4	$1.59M	Buy	+12,713	New	+$1.43M	1.06%	23

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

Novak & Powell Financial Services's IJT Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 46% in Q1 2026, selling an estimated $1.51M and leaving 11,851 shares worth $1.71M. The position accounts for 0.92% of the portfolio, ranked #25.

Novak & Powell Financial Services first reported a position in IJT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.92M in Q4 2024. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Novak & Powell Financial Services held 11,851 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.71M as of Q1 2026.
Novak & Powell Financial Services sold 10,164 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $1.51M.
iShares S&P Small-Cap 600 Growth ETF made up 0.92% of Novak & Powell Financial Services's portfolio in Q1 2026, its #25 holding.
Novak & Powell Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.92M in Q4 2024.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.