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

Peachtree Investment 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 		$75.3K Hold
521
– – 0.03% 101
2025
Q4 		$73.5K Buy
521
+2
+0.4% +$283 0.02% 99
2025
Q3 		$73.4K Buy
519
+1
+0.2% +$138 0.03% 102
2025
Q2 		$68.9K Buy
518
+1
+0.2% +$125 0.03% 101
2025
Q1 		$64.3K Buy
517
+1
+0.2% +$134 0.03% 98
2024
Q4 		$69.8K Buy
516
+2
+0.4% +$283 0.03% 86
2024
Q3 		$71.8K Buy
514
+2
+0.4% +$270 0.03% 91
2024
Q2 		$65.8K Buy
512
+1
+0.2% +$128 0.03% 80
2024
Q1 		$66.8K Buy
511
+1
+0.2% +$125 0.03% 79
2023
Q4 		$63.9K Buy
510
+3
+0.6% +$337 0.03% 88
2023
Q3 		$55.6K Hold
507
– – 0.03% 85
2023
Q2 		$58.3K Buy
507
+1
+0.2% +$109 0.03% 92
2023
Q1 		$55.6K Buy
506
+1
+0.2% +$113 0.03% 81
2022
Q4 		$54.5K Sell
505
-306
-38% -$33.6K 0.03% 84
2022
Q3 		$82K Hold
811
– – 0.06% 79
2022
Q2 		$85K Sell
811
-248
-23% -$28.1K 0.05% 82
2022
Q1 		$132K Buy
1,059
+2
+0.2% +$252 0.06% 89
2021
Q4 		$147K Buy
1,057
+5
+0.5% +$681 0.06% 86
2021
Q3 		$137K Hold
1,052
– – 0.07% 76
2021
Q2 		$140K Buy
1,052
+2
+0.2% +$260 0.07% 80
2021
Q1 		$135K Buy
1,050
+240
+30% +$30.5K 0.08% 73
2020
Q4 		$92K Buy
810
+2
+0.2% +$204 0.05% 73
2020
Q3 		$71K Buy
808
+2
+0.2% +$179 0.05% 65
2020
Q2 		$68K Buy
806
+502
+165% +$39.1K 0.06% 60
2020
Q1 		$20K Hold
304
– – 0.02% 59
2019
Q4 		$29K Buy
+304
New +$28.1K 0.02% 74

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

Peachtree Investment Partners's IJT Position: Q1 2026 in Review

Peachtree Investment Partners held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 521 shares worth $75.3K. The position accounts for 0.03% of the portfolio, ranked #101.

Peachtree Investment Partners first reported a position in IJT in Q4 2019 and has held it in 26 quarters since. The position peaked at $147K in Q4 2021. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Peachtree Investment Partners held 521 shares of iShares S&P Small-Cap 600 Growth ETF worth $75.3K as of Q1 2026.
  • Peachtree Investment Partners 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 0.03% of Peachtree Investment Partners's portfolio in Q1 2026, its #101 holding.
  • Peachtree Investment Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Peachtree Investment Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $147K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.