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

Orion Capital Management’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
-1,137
Closed -$160K – 512
2025
Q4 		$160K Hold
1,137
– – 0.05% 161
2025
Q3 		$161K Buy
+1,137
New +$157K 0.06% 159

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Orion Capital Management's IJT Position: Q1 2026 in Review

Orion Capital Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 1,137 shares — an estimated $160K sold.

Orion Capital Management first reported a position in IJT in Q3 2025 and held it in 2 quarters. The position peaked at $161K in Q3 2025. 761 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Orion Capital Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Orion Capital Management sold 1,137 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $160K.
  • Orion Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2025 and held it in 2 quarters.
  • Orion Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $161K in Q3 2025.
  • 761 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.