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

Pacific 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 		$1.52M Sell
10,480
-2,154
-17% -$320K 0.82% 30
2025
Q4 		$1.78M Sell
12,634
-563
-4% -$79.7K 0.99% 27
2025
Q3 		$1.87M Sell
13,197
-148
-1% -$20.4K 1.38% 15
2025
Q2 		$1.78M Sell
13,345
-2,459
-16% -$308K 1.39% 16
2025
Q1 		$1.97M Sell
15,804
-160
-1% -$21.4K 1.59% 15
2024
Q4 		$2.16M Sell
15,964
-187
-1% -$26.5K 1.6% 15
2024
Q3 		$2.25M Sell
16,151
-992
-6% -$134K 1.65% 15
2024
Q2 		$2.2M Sell
17,143
-551
-3% -$70.5K 1.56% 16
2024
Q1 		$2.31M Buy
17,694
+573
+3% +$71.5K 1.6% 16
2023
Q4 		$2.14M Buy
17,121
+332
+2% +$37.2K 1.6% 17
2023
Q3 		$1.84M Buy
16,789
+161
+1% +$18.6K 1.2% 23
2023
Q2 		$1.91M Sell
16,628
-363
-2% -$39.6K 1.25% 21
2023
Q1 		$1.87M Sell
16,991
-10
-0.1% -$1.13K 1.41% 18
2022
Q4 		$1.84M Buy
17,001
+1,315
+8% +$145K 1.38% 19
2022
Q3 		$1.59M Sell
15,686
-1,565
-9% -$176K 1.43% 18
2022
Q2 		$1.82M Sell
17,251
-1,538
-8% -$174K 1.35% 21
2022
Q1 		$2.35M Buy
18,789
+1,730
+10% +$218K 1.53% 17
2021
Q4 		$2.29M Buy
17,059
+767
+5% +$104K 1.5% 21
2021
Q3 		$2.12M Buy
16,292
+1,004
+7% +$132K 1.51% 22
2021
Q2 		$2.03M Buy
15,288
+568
+4% +$73.9K 1.4% 19
2021
Q1 		$1.89M Buy
14,720
+46
+0.3% +$5.84K 1.52% 18
2020
Q4 		$1.68M Buy
14,674
+1,464
+11% +$149K 1.48% 22
2020
Q3 		$1.17M Sell
13,210
-400
-3% -$35.8K 0.92% 32
2020
Q2 		$938K Hold
13,610
– – 0.98% 31
2020
Q1 		$938K Buy
13,610
+366
+3% +$32.3K 0.97% 31
2019
Q4 		$1.28M Sell
13,244
-536
-4% -$49.5K 0.13% 56
2019
Q3 		$1.26M Buy
13,780
+458
+3% +$41.3K 0.14% 49
2019
Q2 		$1.19M Hold
13,322
– – 0.14% 47
2019
Q1 		$1.19M Buy
13,322
+796
+6% +$70.3K 0.14% 47
2018
Q4 		$1.01M Buy
+12,526
New +$1.12M 0.16% 39
2016
Q2 		$642K Buy
+10,000
New +$629K 1.15% 27
2015
Q4 		$481K Buy
7,738
+218
+3% +$13.8K 0.89% 31
2015
Q3 		$452K Buy
7,520
+4,064
+118% +$260K 0.59% 40
2015
Q2 		$226K Buy
3,456
+126
+4% +$8.22K 0.26% 43
2015
Q1 		$217K Sell
3,330
-162
-5% -$10.2K 0.28% 41
2014
Q4 		$214K Buy
3,492
+366
+12% +$21.5K 0.06% 44
2014
Q3 		$176K Buy
3,126
+336
+12% +$19.6K 0.18% 31
2014
Q2 		$168K Buy
2,790
+2
+0.1% +$116 0.27% 35
2014
Q1 		$166K Buy
2,788
+218
+8% +$12.8K 0.07% 36
2013
Q4 		$152K Buy
2,570
+222
+9% +$12.6K 0.29% 37
2013
Q3 		$127K Buy
2,348
+282
+14% +$14.7K 0.09% 37
2013
Q2 		$100K Buy
+2,066
New +$98.3K 0.22% 31

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

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

Pacific Financial Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 17% in Q1 2026, selling an estimated $320K and leaving 10,480 shares worth $1.52M. The position accounts for 0.82% of the portfolio, ranked #30.

Pacific Financial Group first reported a position in IJT in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.35M in Q1 2022. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Pacific Financial Group held 10,480 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.52M as of Q1 2026.
  • Pacific Financial Group sold 2,154 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $320K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.82% of Pacific Financial Group's portfolio in Q1 2026, its #30 holding.
  • Pacific Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 42 quarters since.
  • Pacific Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.35M in Q1 2022.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.