Private Trust Company’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Private Trust Company’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 Q2	$518K	Sell	2,900 -46	-2%	-$7.46K	0.04%	467
2026 Q1	$426K	Sell	2,946 -43	-1%	-$6.38K	0.04%	496
2025 Q4	$422K	Sell	2,989 -525	-15%	-$74.3K	0.04%	497
2025 Q3	$497K	Buy	3,514 +167	+5%	+$23K	0.04%	426
2025 Q2	$445K	Sell	3,347 -322	-9%	-$40.3K	0.04%	441
2025 Q1	$457K	Sell	3,669 -1,322	-26%	-$177K	0.05%	415
2024 Q4	$676K	Buy	4,991 +283	+6%	+$40K	0.07%	307
2024 Q3	$657K	Sell	4,708 -169	-3%	-$22.8K	0.07%	321
2024 Q2	$626K	Sell	4,877 -349	-7%	-$44.6K	0.07%	318
2024 Q1	$683K	Buy	5,226 +245	+5%	+$30.6K	0.07%	294
2023 Q4	$623K	Sell	4,981 -244	-5%	-$27.4K	0.07%	295
2023 Q3	$573K	Sell	5,225 -977	-16%	-$113K	0.08%	294
2023 Q2	$713K	Buy	6,202 +474	+8%	+$51.8K	0.09%	252
2023 Q1	$630K	Sell	5,728 -549	-9%	-$61.9K	0.09%	268
2022 Q4	$678K	Sell	6,277 -969	-13%	-$107K	0.1%	236
2022 Q3	$737K	Sell	7,246 -16	-0.2%	-$1.8K	0.12%	196
2022 Q2	$765K	Buy	+7,262	New	+$823K	0.12%	202
2014 Q4	–	Sell	-2,394	Closed	-$135K	–	714
2014 Q3	$135K	Hold	2,394	–	–	0.05%	339
2014 Q2	$145K	Sell	2,394 -2,494	-51%	-$145K	0.05%	341
2014 Q1	$291K	Sell	4,888 -2,462	-33%	-$145K	0.11%	204
2013 Q4	$436K	Buy	7,350 +4	+0.1%	+$228	0.18%	136
2013 Q3	$398K	Buy	7,346 +1,348	+22%	+$70.3K	0.18%	133
2013 Q2	$290K	Buy	+5,998	New	+$285K	0.13%	172

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Private Trust Company's IJT Position: Q2 2026 in Review

Private Trust Company reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.6% in Q2 2026, selling an estimated $7.46K and leaving 2,900 shares worth $518K. The position accounts for 0.04% of the portfolio, ranked #467.

Private Trust Company first reported a position in IJT in Q2 2013 and has held it in 23 quarters since. The position peaked at $765K in Q2 2022. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Private Trust Company held 2,900 shares of iShares S&P Small-Cap 600 Growth ETF worth $518K as of Q2 2026.
Private Trust Company sold 46 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $7.46K.
iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Private Trust Company's portfolio in Q2 2026, its #467 holding.
Private Trust Company first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 23 quarters since.
Private Trust Company's iShares S&P Small-Cap 600 Growth ETF position peaked at $765K in Q2 2022.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.