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

Oppenheimer & Co’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 		$676K Buy
4,673
+467
+11% +$69.3K 0.01% 1057
2025
Q4 		$594K Sell
4,206
-596
-12% -$84.4K 0.01% 1007
2025
Q3 		$679K Buy
4,802
+1,973
+70% +$272K 0.01% 1067
2025
Q2 		$376K Sell
2,829
-6,711
-70% -$841K 0.01% 1252
2025
Q1 		$1.19M Sell
9,540
-1,002
-10% -$134K 0.02% 733
2024
Q4 		$1.43M Buy
10,542
+654
+7% +$92.5K 0.02% 661
2024
Q3 		$1.38M Buy
9,888
+861
+10% +$116K 0.02% 683
2024
Q2 		$1.16M Buy
+9,027
New +$1.15M 0.02% 714
2022
Q3 		– Sell
-22,125
Closed -$2.33M – 1418
2022
Q2 		$2.33M Buy
+22,125
New +$2.51M 0.05% 417
2019
Q2 		– Sell
-3,380
Closed -$302K – 1336
2019
Q1 		$302K Buy
+3,380
New +$299K 0.01% 1033
2018
Q4 		– Sell
-5,578
Closed -$563K – 1303
2018
Q3 		$563K Buy
+5,578
New +$561K 0.01% 823
2014
Q3 		– Sell
-8,122
Closed -$491K – 1461
2014
Q2 		$491K Sell
8,122
-182
-2% -$10.6K 0.01% 860
2014
Q1 		$494K Sell
8,304
-4,464
-35% -$262K 0.01% 835
2013
Q4 		$757K Buy
12,768
+8,236
+182% +$469K 0.02% 668
2013
Q3 		$246K Buy
+4,532
New +$236K 0.01% 1066

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

Oppenheimer & Co's IJT Position: Q1 2026 in Review

Oppenheimer & Co increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 11% in Q1 2026, buying an estimated $69.3K and bringing the position to 4,673 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #1057.

Oppenheimer & Co first reported a position in IJT in Q3 2013 and has held it in 15 quarters since. The position peaked at $2.33M in Q2 2022. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Oppenheimer & Co held 4,673 shares of iShares S&P Small-Cap 600 Growth ETF worth $676K as of Q1 2026.
  • Oppenheimer & Co bought 467 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $69.3K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1057 holding.
  • Oppenheimer & Co first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2013 and has held it in 15 quarters since.
  • Oppenheimer & Co's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.33M in Q2 2022.
  • 758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.