Paragon Private Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Paragon Private Wealth 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	$550K	Sell	3,799 -3,255	-46%	-$483K	0.17%	134
2025 Q4	$996K	Sell	7,054 -1,642	-19%	-$232K	0.31%	92
2025 Q3	$1.23M	Sell	8,696 -75	-0.9%	-$10.4K	0.4%	72
2025 Q2	$1.17M	Hold	8,771	–	–	0.46%	60
2025 Q1	$1.09M	Sell	8,771 -572	-6%	-$76.5K	0.51%	61
2024 Q4	$1.26M	Hold	9,343	–	–	0.58%	51
2024 Q3	$1.3M	Buy	9,343 +1,717	+23%	+$232K	0.65%	46
2024 Q2	$979K	Hold	7,626	–	–	0.55%	53
2024 Q1	$997K	Hold	7,626	–	–	0.59%	55
2023 Q4	$954K	Hold	7,626	–	–	0.66%	51
2023 Q3	$836K	Hold	7,626	–	–	0.69%	53
2023 Q2	$876K	Hold	7,626	–	–	0.7%	50
2023 Q1	$838K	Hold	7,626	–	–	0.71%	46
2022 Q4	$824K	Hold	7,626	–	–	0.74%	43
2022 Q3	$834K	Buy	7,626 +738	+11%	+$82.9K	0.81%	39
2022 Q2	$725K	Hold	6,888	–	–	0.77%	41
2022 Q1	$803K	Hold	6,888	–	–	0.78%	39
2021 Q4	$956K	Buy	+6,888	New	+$938K	0.85%	35

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

Paragon Private Wealth Management's IJT Position: Q1 2026 in Review

Paragon Private Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 46% in Q1 2026, selling an estimated $483K and leaving 3,799 shares worth $550K. The position accounts for 0.17% of the portfolio, ranked #134.

Paragon Private Wealth Management first reported a position in IJT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.3M in Q3 2024. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Paragon Private Wealth Management held 3,799 shares of iShares S&P Small-Cap 600 Growth ETF worth $550K as of Q1 2026.
Paragon Private Wealth Management sold 3,255 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $483K.
iShares S&P Small-Cap 600 Growth ETF made up 0.17% of Paragon Private Wealth Management's portfolio in Q1 2026, its #134 holding.
Paragon Private Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Paragon Private Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.3M in Q3 2024.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.