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

Oxford Financial 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 		$156K Hold
1,079
– – 0.01% 252
2025
Q4 		$152K Buy
1,079
+2
+0.2% +$283 0.01% 240
2025
Q3 		$152K Hold
1,077
– – 0.01% 230
2025
Q2 		$143K Buy
1,077
+1
+0.1% +$125 0.01% 215
2025
Q1 		$134K Buy
1,076
+1
+0.1% +$134 0.01% 219
2024
Q4 		$145K Buy
1,075
+1
+0.1% +$141 0.01% 253
2024
Q3 		$150K Buy
1,074
+2
+0.2% +$270 0.01% 247
2024
Q2 		$138K Buy
1,072
+1
+0.1% +$128 0.01% 265
2024
Q1 		$140K Buy
1,071
+1
+0.1% +$125 0.01% 227
2023
Q4 		$134K Buy
1,070
+2
+0.2% +$224 0.01% 239
2023
Q3 		$117K Hold
1,068
– – 0.01% 225
2023
Q2 		$123K Buy
1,068
+1
+0.1% +$109 0.01% 238
2023
Q1 		$117K Buy
1,067
+1
+0.1% +$113 0.01% 198
2022
Q4 		$115K Buy
1,066
+2
+0.2% +$220 0.01% 197
2022
Q3 		$108K Buy
1,064
+408
+62% +$45.8K 0.02% 179
2022
Q2 		$69K Sell
656
-232
-26% -$26.3K 0.01% 214
2022
Q1 		$111K Hold
888
– – 0.01% 202
2021
Q4 		$123K Buy
888
+232
+35% +$31.6K 0.01% 210
2021
Q3 		$85K Buy
656
+496
+310% +$65.4K 0.01% 201
2021
Q2 		$21K Hold
160
– – ﹤0.01% 211
2021
Q1 		$21K Buy
+160
New +$20.3K ﹤0.01% 201
2020
Q2 		– Sell
-34
Closed -$2K – 199
2020
Q1 		$2K Buy
+34
New +$3K ﹤0.01% 195

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

Oxford Financial Group's IJT Position: Q1 2026 in Review

Oxford Financial Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 1,079 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #252.

Oxford Financial Group first reported a position in IJT in Q1 2020 and has held it in 22 quarters since. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Oxford Financial Group held 1,079 shares of iShares S&P Small-Cap 600 Growth ETF worth $156K as of Q1 2026.
  • Oxford Financial Group left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #252 holding.
  • Oxford Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2020 and has held it in 22 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.