Principal Securities’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Principal Securities’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	$841K	Buy	5,814 +84	+1%	+$12.5K	0.01%	783
2025 Q4	$809K	Sell	5,730 -287	-5%	-$40.6K	0.01%	766
2025 Q3	$851K	Buy	6,017 +769	+15%	+$106K	0.01%	716
2025 Q2	$698K	Buy	5,248 +925	+21%	+$116K	0.01%	725
2025 Q1	$585K	Hold	4,323	–	–	0.01%	717
2024 Q4	$585K	Buy	4,323 +201	+5%	+$28.4K	0.01%	715
2024 Q3	$575K	Sell	4,122 -140	-3%	-$18.9K	0.01%	712
2024 Q2	$547K	Buy	4,262 +1,073	+34%	+$137K	0.02%	672
2024 Q1	$417K	Buy	3,189 +101	+3%	+$12.6K	0.01%	742
2023 Q4	$386K	Buy	+3,088	New	+$346K	0.01%	705

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

Principal Securities's IJT Position: Q1 2026 in Review

Principal Securities increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.5% in Q1 2026, buying an estimated $12.5K and bringing the position to 5,814 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #783.

Principal Securities first reported a position in IJT in Q4 2023 and has held it in 10 quarters since. The position peaked at $851K in Q3 2025. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Principal Securities held 5,814 shares of iShares S&P Small-Cap 600 Growth ETF worth $841K as of Q1 2026.
Principal Securities bought 84 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $12.5K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #783 holding.
Principal Securities first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares S&P Small-Cap 600 Growth ETF position peaked at $851K in Q3 2025.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.