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

Pacific Sun Financial’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 		$3.32M Sell
22,968
-505
-2% -$74.9K 1.61% 10
2025
Q4 		$3.31M Sell
23,473
-370
-2% -$52.4K 1.6% 11
2025
Q3 		$3.37M Sell
23,843
-350
-1% -$48.3K 1.63% 11
2025
Q2 		$3.22M Sell
24,193
-598
-2% -$74.9K 1.68% 10
2025
Q1 		$3.09M Sell
24,791
-467
-2% -$62.5K 1.76% 8
2024
Q4 		$3.42M Buy
25,258
+35
+0.1% +$4.95K 1.86% 7
2024
Q3 		$3.52M Sell
25,223
-340
-1% -$45.9K 1.94% 6
2024
Q2 		$3.28M Sell
25,563
-160
-0.6% -$20.5K 1.94% 6
2024
Q1 		$3.36M Sell
25,723
-300
-1% -$37.4K 1.96% 6
2023
Q4 		$3.26M Sell
26,023
-660
-2% -$74K 2.06% 6
2023
Q3 		$2.93M Sell
26,683
-615
-2% -$70.9K 2.03% 5
2023
Q2 		$3M Buy
+27,298
New +$2.98M 2.01% 7
2022
Q4 		$2.93M Sell
27,088
-77
-0.3% -$8.46K 2.06% 7
2022
Q3 		$2.76M Buy
27,165
+145
+0.5% +$16.3K 1.94% 7
2022
Q2 		$2.85M Buy
27,020
+480
+2% +$54.4K 1.88% 7
2022
Q1 		$3.32M Buy
26,540
+160
+0.6% +$20.2K 1.82% 7
2021
Q4 		$3.66M Sell
26,380
-336
-1% -$45.7K 1.95% 6
2021
Q3 		$3.47M Buy
+26,716
New +$3.52M 2% 5
2020
Q3 		$2.55M Sell
28,858
-662
-2% -$59.2K 2.13% 6
2020
Q2 		$2.51M Buy
29,520
+840
+3% +$65.5K 2.26% 5
2020
Q1 		$1.98M Buy
28,680
+74
+0.3% +$6.53K 2.27% 5
2019
Q4 		$2.77M Sell
28,606
-780
-3% -$72K 2.44% 3
2019
Q3 		$2.62M Buy
29,386
+120
+0.4% +$10.8K 2.47% 3
2019
Q2 		$2.67M Buy
+29,266
New +$2.63M 2.55% 3
2018
Q2 		$2.92M Sell
29,116
-1,080
-4% -$99.1K 3.01% 3
2018
Q1 		$2.63M Buy
+30,196
New +$2.63M 3.47% 3

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 Sun Financial's IJT Position: Q1 2026 in Review

Pacific Sun Financial reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.2% in Q1 2026, selling an estimated $74.9K and leaving 22,968 shares worth $3.32M. The position accounts for 1.61% of the portfolio, ranked #10.

Pacific Sun Financial first reported a position in IJT in Q1 2018 and has held it in 26 quarters since. The position peaked at $3.66M in Q4 2021. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Pacific Sun Financial held 22,968 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.32M as of Q1 2026.
  • Pacific Sun Financial sold 505 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $74.9K.
  • iShares S&P Small-Cap 600 Growth ETF made up 1.61% of Pacific Sun Financial's portfolio in Q1 2026, its #10 holding.
  • Pacific Sun Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.66M in Q4 2021.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.