PWM
IJT icon

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

Perigon 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 		$288K Buy
1,989
+187
+10% +$27.7K 0.01% 1036
2025
Q4 		$254K Buy
1,802
+255
+16% +$36.1K ﹤0.01% 1097
2025
Q3 		$219K Sell
1,547
-82
-5% -$11.3K ﹤0.01% 1110
2025
Q2 		$217K Buy
1,629
+15
+0.9% +$1.88K 0.01% 977
2025
Q1 		$201K Buy
1,614
+1
+0.1% +$134 0.01% 974
2024
Q4 		$224K Buy
1,613
+68
+4% +$9.62K 0.01% 921
2024
Q3 		$215K Sell
1,545
-27
-2% -$3.64K 0.01% 915
2024
Q2 		$202K Buy
+1,572
New +$201K 0.01% 814
2022
Q1 		– Sell
-1,519
Closed -$211K – 629
2021
Q4 		$211K Buy
+1,519
New +$207K 0.02% 544
2021
Q1 		– Sell
-694
Closed -$79K – 750
2020
Q4 		$79K Buy
+694
New +$70.7K 0.01% 602
2018
Q4 		– Sell
-7,526
Closed -$760K – 248
2018
Q3 		$760K Buy
7,526
+3,464
+85% +$348K 0.19% 89
2018
Q2 		$384K Buy
4,062
+3,232
+389% +$297K 0.12% 157
2018
Q1 		$72K Sell
830
-2,816
-77% -$245K 0.03% 272
2017
Q4 		$310K Buy
3,646
+770
+27% +$64.4K 0.12% 102
2017
Q3 		$236K Sell
2,876
-7,504
-72% -$585K 0.08% 188
2017
Q2 		$809K Sell
10,380
-4,690
-31% -$361K 0.18% 127
2017
Q1 		$1.15M Sell
15,070
-1,084
-7% -$82.2K 0.24% 108
2016
Q4 		$1.24M Buy
16,154
+7,304
+83% +$515K 0.27% 100
2016
Q3 		$607K Buy
8,850
+198
+2% +$13.4K 0.16% 131
2016
Q2 		$555K Buy
+8,652
New +$544K 0.15% 134
2016
Q1 		– Sell
-7,394
Closed -$460K – 289
2015
Q4 		$460K Sell
7,394
-1,754
-19% -$111K 0.13% 147
2015
Q3 		$550K Hold
9,148
– – 0.16% 130
2015
Q2 		$599K Buy
9,148
+302
+3% +$19.7K 0.16% 132
2015
Q1 		$576K Buy
8,846
+4,606
+109% +$289K 0.16% 132
2014
Q4 		$259K Buy
+4,240
New +$249K 0.08% 184
2014
Q3 		– Sell
-3,920
Closed -$237K – 208
2014
Q2 		$237K Sell
3,920
-640
-14% -$37.1K 0.07% 175
2014
Q1 		$271K Sell
4,560
-20
-0.4% -$1.18K 0.15% 111
2013
Q4 		$271K Buy
+4,580
New +$261K 0.15% 112

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

Perigon Wealth Management's IJT Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 10% in Q1 2026, buying an estimated $27.7K and bringing the position to 1,989 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1036.

Perigon Wealth Management first reported a position in IJT in Q4 2013 and has held it in 28 quarters since. The position peaked at $1.24M in Q4 2016. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Perigon Wealth Management held 1,989 shares of iShares S&P Small-Cap 600 Growth ETF worth $288K as of Q1 2026.
  • Perigon Wealth Management bought 187 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $27.7K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1036 holding.
  • Perigon Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and has held it in 28 quarters since.
  • Perigon Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.24M in Q4 2016.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

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