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

Phillips Financial 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	–	Sell	-661	Closed	-$93.3K	–	302
2025 Q4	$93.3K	Hold	661	–	–	0.01%	231
2025 Q3	$93.5K	Hold	661	–	–	0.01%	238
2025 Q2	$87.9K	Hold	661	–	–	0.01%	208
2025 Q1	$82.3K	Hold	661	–	–	0.01%	200
2024 Q4	$89.5K	Hold	661	–	–	0.01%	195
2024 Q3	$92.2K	Hold	661	–	–	0.01%	205
2024 Q2	$84.9K	Sell	661 -40	-6%	-$5.12K	0.01%	206
2024 Q1	$91.6K	Hold	701	–	–	0.01%	201
2023 Q4	$87.7K	Sell	701 -47	-6%	-$5.27K	0.01%	183
2023 Q3	$82K	Hold	748	–	–	0.01%	180
2023 Q2	$86K	Sell	748 -924	-55%	-$101K	0.01%	178
2023 Q1	$184K	Hold	1,672	–	–	0.02%	165
2022 Q4	$181K	Hold	1,672	–	–	0.02%	152
2022 Q3	$170K	Buy	+1,672	New	+$188K	0.02%	150
2022 Q2	–	Sell	-1,672	Closed	-$209K	–	123
2022 Q1	$209K	Buy	+1,672	New	+$211K	0.02%	137

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

Phillips Financial Management's IJT Position: Q1 2026 in Review

Phillips Financial Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 661 shares — an estimated $93.3K sold.

Phillips Financial Management first reported a position in IJT in Q1 2022 and held it in 15 quarters. The position peaked at $209K in Q1 2022. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Phillips Financial Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
Phillips Financial Management sold 661 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $93.3K.
Phillips Financial Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and held it in 15 quarters.
Phillips Financial Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $209K in Q1 2022.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.