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

Optima Capital’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 		– Sell
-40
Closed -$5.65K – 701
2025
Q4 		$5.65K Buy
+40
New +$5.66K ﹤0.01% 607

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

Optima Capital's IJT Position: Q1 2026 in Review

Optima Capital sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 40 shares — an estimated $5.65K sold.

Optima Capital first reported a position in IJT in Q4 2025 and held it in 1 quarter. The position peaked at $5.65K in Q4 2025. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Optima Capital reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 40 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $5.65K.
  • Optima Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $5.65K in Q4 2025.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.