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

Prospect Financial 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	$872K	Sell	6,027 -977	-14%	-$145K	0.53%	40
2025 Q4	$989K	Sell	7,004 -143	-2%	-$20.2K	0.57%	38
2025 Q3	$1.01M	Buy	7,147 +1,112	+18%	+$153K	0.58%	38
2025 Q2	$803K	Buy	6,035 +537	+10%	+$67.3K	0.5%	44
2025 Q1	$684K	Sell	5,498 -448	-8%	-$59.9K	0.38%	48
2024 Q4	$805K	Buy	5,946 +2,592	+77%	+$367K	0.44%	43
2024 Q3	$468K	Buy	3,354 +350	+12%	+$47.2K	0.29%	55
2024 Q2	$386K	Buy	3,004 +861	+40%	+$110K	0.3%	52
2024 Q1	$280K	Buy	+2,143	New	+$267K	0.23%	61

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

Prospect Financial Services's IJT Position: Q1 2026 in Review

Prospect Financial Services reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 14% in Q1 2026, selling an estimated $145K and leaving 6,027 shares worth $872K. The position accounts for 0.53% of the portfolio, ranked #40.

Prospect Financial Services first reported a position in IJT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2025. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Prospect Financial Services held 6,027 shares of iShares S&P Small-Cap 600 Growth ETF worth $872K as of Q1 2026.
Prospect Financial Services sold 977 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $145K.
iShares S&P Small-Cap 600 Growth ETF made up 0.53% of Prospect Financial Services's portfolio in Q1 2026, its #40 holding.
Prospect Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Prospect Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.01M 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 Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.