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 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 $1.66T 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

Optimist Retirement Group's IJT Position: Q1 2026 in Review

Optimist Retirement Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.16% in Q1 2026, buying an estimated $445 and bringing the position to 1,846 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #95.

Optimist Retirement Group first reported a position in IJT in Q4 2023 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Optimist Retirement Group held 1,846 shares of iShares S&P Small-Cap 600 Growth ETF worth $267K as of Q1 2026.
Optimist Retirement Group bought 3 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $445.
iShares S&P Small-Cap 600 Growth ETF made up 0.12% of Optimist Retirement Group's portfolio in Q1 2026, its #95 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 10 quarters since.
758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.