PKS Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

PKS Advisory Services’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	$802K	Sell	5,540 -214	-4%	-$31.7K	0.19%	111
2025 Q4	$812K	Sell	5,754 -107	-2%	-$15.1K	0.19%	104
2025 Q3	$829K	Sell	5,861 -154	-3%	-$21.3K	0.17%	105
2025 Q2	$800K	Sell	6,015 -217	-3%	-$27.2K	0.2%	104
2025 Q1	$776K	Buy	6,232 +563	+10%	+$75.3K	0.21%	100
2024 Q4	$768K	Buy	+5,669	New	+$802K	0.19%	99

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

PKS Advisory Services's IJT Position: Q1 2026 in Review

PKS Advisory Services reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.7% in Q1 2026, selling an estimated $31.7K and leaving 5,540 shares worth $802K. The position accounts for 0.19% of the portfolio, ranked #111.

PKS Advisory Services first reported a position in IJT in Q4 2024 and has held it in 6 quarters since. The position peaked at $829K in Q3 2025. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

PKS Advisory Services held 5,540 shares of iShares S&P Small-Cap 600 Growth ETF worth $802K as of Q1 2026.
PKS Advisory Services sold 214 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $31.7K.
iShares S&P Small-Cap 600 Growth ETF made up 0.19% of PKS Advisory Services's portfolio in Q1 2026, its #111 holding.
PKS Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $829K in Q3 2025.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.