Optimist Retirement Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Optimist Retirement Group’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 Q3	$297K	Buy	1,853 +4	+0.2%	+$685	0.12%	93
2026 Q2	$330K	Buy	1,849 +3	+0.2%	+$486	0.13%	93
2026 Q1	$267K	Buy	1,846 +3	+0.2%	+$445	0.12%	95
2025 Q4	$260K	Buy	1,843 +5	+0.3%	+$708	0.12%	90
2025 Q3	$260K	Buy	1,838 +4	+0.2%	+$552	0.12%	97
2025 Q2	$244K	Buy	1,834 +4	+0.2%	+$501	0.12%	101
2025 Q1	$228K	Buy	1,830 +4	+0.2%	+$535	0.11%	100
2024 Q4	$247K	Buy	1,826 +5	+0.3%	+$707	0.12%	92
2024 Q3	$254K	Buy	1,821 +6	+0.3%	+$809	0.11%	84
2024 Q2	$233K	Buy	1,815 +5	+0.3%	+$640	0.12%	82
2024 Q1	$237K	Buy	1,810 +3	+0.2%	+$374	0.12%	75
2023 Q4	$226K	Buy	+1,807	New	+$203K	0.15%	64

Other funds holding IJT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Optimist Retirement Group's IJT Position: Q3 2026 in Review

Optimist Retirement Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.22% in Q3 2026, buying an estimated $685 and bringing the position to 1,853 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #93.

Optimist Retirement Group first reported a position in IJT in Q4 2023 and has held it in 12 quarters since. The position peaked at $330K in Q2 2026. 741 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

Optimist Retirement Group held 1,853 shares of iShares S&P Small-Cap 600 Growth ETF worth $297K as of Q3 2026.
Optimist Retirement Group bought 4 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $685.
iShares S&P Small-Cap 600 Growth ETF made up 0.12% of Optimist Retirement Group's portfolio in Q3 2026, its #93 holding.
Optimist Retirement Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 12 quarters since.
Optimist Retirement Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $330K in Q2 2026.
741 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.