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

&Partners’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	$3.5M	Buy	24,121 +1,467	+6%	+$218K	0.02%	659
2025 Q4	$3.2M	Buy	22,654 +10,102	+80%	+$1.43M	0.02%	657
2025 Q3	$1.78M	Buy	12,552 +3,755	+43%	+$518K	0.01%	815
2025 Q2	$1.17M	Buy	8,797 +237	+3%	+$29.7K	0.01%	907
2025 Q1	$1.05M	Sell	8,560 -2,846	-25%	-$381K	0.01%	805
2024 Q4	$1.57M	Buy	11,406 +1,558	+16%	+$220K	0.02%	585
2024 Q3	$1.37M	Buy	9,848 +1,367	+16%	+$184K	0.03%	452
2024 Q2	$1.09M	Buy	8,481 +6,931	+447%	+$887K	0.05%	325
2024 Q1	$203K	Buy	+1,550	New	+$193K	0.03%	451

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

&Partners's IJT Position: Q1 2026 in Review

&Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6.5% in Q1 2026, buying an estimated $218K and bringing the position to 24,121 shares worth $3.5M. The position accounts for 0.02% of the portfolio, ranked #659.

&Partners first reported a position in IJT in Q1 2024 and has held it in 9 quarters since. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

&Partners held 24,121 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.5M as of Q1 2026.
&Partners bought 1,467 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $218K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #659 holding.
&Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 9 quarters since.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.