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

Pinnacle Wealth Management Advisory Group’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 		$412K Buy
2,850
+957
+51% +$142K 0.03% 323
2025
Q4 		$267K Sell
1,893
-64
-3% -$9.06K 0.02% 436
2025
Q3 		$277K Sell
1,957
-277
-12% -$38.2K 0.02% 332
2025
Q2 		$297K Sell
2,234
-34
-1% -$4.26K 0.02% 298
2025
Q1 		$282K Hold
2,268
– – 0.03% 294
2024
Q4 		$307K Hold
2,268
– – 0.03% 280
2024
Q3 		$316K Hold
2,268
– – 0.03% 268
2024
Q2 		$291K Sell
2,268
-25
-1% -$3.2K 0.03% 270
2024
Q1 		$300K Sell
2,293
-450
-16% -$56.2K 0.03% 260
2023
Q4 		$343K Sell
2,743
-479
-15% -$53.7K 0.04% 227
2023
Q3 		$353K Sell
3,222
-400
-11% -$46.1K 0.05% 213
2023
Q2 		$416K Buy
3,622
+565
+18% +$61.7K 0.05% 202
2023
Q1 		$336K Sell
3,057
-200
-6% -$22.6K 0.05% 225
2022
Q4 		$352K Sell
3,257
-60
-2% -$6.6K 0.05% 207
2022
Q3 		$337K Sell
3,317
-1,690
-34% -$190K 0.06% 203
2022
Q2 		$527K Sell
5,007
-1,095
-18% -$124K 0.09% 167
2022
Q1 		$763K Sell
6,102
-400
-6% -$50.4K 0.11% 147
2021
Q4 		$902K Hold
6,502
– – 0.15% 127
2021
Q3 		$846K Sell
6,502
-38
-0.6% -$5.01K 0.2% 111
2021
Q2 		$867K Sell
6,540
-40
-0.6% -$5.21K 0.2% 109
2021
Q1 		$844K Sell
6,580
-114
-2% -$14.5K 0.24% 91
2020
Q4 		$764K Sell
6,694
-110
-2% -$11.2K 0.23% 91
2020
Q3 		$600K Sell
6,804
-40
-0.6% -$3.58K 0.21% 105
2020
Q2 		$581K Buy
+6,844
New +$533K 0.22% 101

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

Pinnacle Wealth Management Advisory Group's IJT Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 51% in Q1 2026, buying an estimated $142K and bringing the position to 2,850 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #323.

Pinnacle Wealth Management Advisory Group first reported a position in IJT in Q2 2020 and has held it in 24 quarters since. The position peaked at $902K in Q4 2021. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 2,850 shares of iShares S&P Small-Cap 600 Growth ETF worth $412K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 957 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $142K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #323 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Pinnacle Wealth Management Advisory Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $902K in Q4 2021.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.