Sage Financial Management Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Sage Financial Management 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	$258K	Sell	1,786 -27	-1%	-$4.01K	0.08%	50
2025 Q4	$256K	Hold	1,813	–	–	0.08%	51
2025 Q3	$257K	Sell	1,813 -75	-4%	-$10.4K	0.08%	50
2025 Q2	$251K	Hold	1,888	–	–	0.09%	49
2025 Q1	$235K	Sell	1,888 -71	-4%	-$9.49K	0.09%	49
2024 Q4	$265K	Sell	1,959 -33	-2%	-$4.67K	0.1%	45
2024 Q3	$278K	Buy	+1,992	New	+$269K	0.11%	45
2024 Q2	–	Sell	-1,992	Closed	-$260K	–	24
2024 Q1	$260K	Hold	1,992	–	–	0.12%	45
2023 Q4	$249K	Hold	1,992	–	–	0.13%	42
2023 Q3	$218K	Buy	+1,992	New	+$230K	0.13%	41
2023 Q1	–	Sell	-1,992	Closed	-$215K	–	39
2022 Q4	$215K	Buy	+1,992	New	+$219K	0.15%	39
2021 Q2	–	Sell	-1,058	Closed	-$136K	–	67
2021 Q1	$136K	Buy	+1,058	New	+$134K	0.1%	34

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

Sage Financial Management Group's IJT Position: Q1 2026 in Review

Sage Financial Management Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.5% in Q1 2026, selling an estimated $4.01K and leaving 1,786 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #50.

Sage Financial Management Group first reported a position in IJT in Q1 2021 and has held it in 12 quarters since. The position peaked at $278K in Q3 2024. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Sage Financial Management Group held 1,786 shares of iShares S&P Small-Cap 600 Growth ETF worth $258K as of Q1 2026.
Sage Financial Management Group sold 27 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $4.01K.
iShares S&P Small-Cap 600 Growth ETF made up 0.08% of Sage Financial Management Group's portfolio in Q1 2026, its #50 holding.
Sage Financial Management Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and has held it in 12 quarters since.
Sage Financial Management Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $278K in Q3 2024.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.