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

Perfromance Wealth 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	$669K	Hold	4,622	–	–	0.02%	105
2025 Q4	$652K	Hold	4,622	–	–	0.02%	105
2025 Q3	$654K	Hold	4,622	–	–	0.02%	98
2025 Q2	$615K	Hold	4,622	–	–	0.02%	92
2025 Q1	$575K	Hold	4,622	–	–	0.02%	84
2024 Q4	$626K	Hold	4,622	–	–	0.02%	89
2024 Q3	$645K	Hold	4,622	–	–	0.02%	86
2024 Q2	$594K	Hold	4,622	–	–	0.02%	77
2024 Q1	$604K	Hold	4,622	–	–	0.03%	83
2023 Q4	$578K	Hold	4,622	–	–	0.03%	95
2023 Q3	$507K	Hold	4,622	–	–	0.02%	103
2023 Q2	$526K	Hold	4,622	–	–	0.02%	109
2023 Q1	$508K	Hold	4,622	–	–	0.03%	109
2022 Q4	$500K	Hold	4,622	–	–	0.03%	103
2022 Q3	$470K	Hold	4,622	–	–	0.03%	101
2022 Q2	$487K	Hold	4,622	–	–	0.03%	100
2022 Q1	$578K	Hold	4,622	–	–	0.03%	100
2021 Q4	$642K	Buy	+4,622	New	+$629K	0.03%	104

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

Perfromance Wealth Partners's IJT Position: Q1 2026 in Review

Perfromance Wealth Partners held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 4,622 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #105.

Perfromance Wealth Partners first reported a position in IJT in Q4 2021 and has held it in 18 quarters since. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Perfromance Wealth Partners held 4,622 shares of iShares S&P Small-Cap 600 Growth ETF worth $669K as of Q1 2026.
Perfromance Wealth 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 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #105 holding.
Perfromance Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 18 quarters since.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.