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 Q2	$305K	Sell	1,709 -77	-4%	-$12.5K	0.08%	51
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 $1.89T 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

Sage Financial Management Group's IJT Position: Q2 2026 in Review

Sage Financial Management Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 4.3% in Q2 2026, selling an estimated $12.5K and leaving 1,709 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #51.

Sage Financial Management Group first reported a position in IJT in Q1 2021 and has held it in 13 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Sage Financial Management Group held 1,709 shares of iShares S&P Small-Cap 600 Growth ETF worth $305K as of Q2 2026.
Sage Financial Management Group sold 77 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $12.5K.
iShares S&P Small-Cap 600 Growth ETF made up 0.08% of Sage Financial Management Group's portfolio in Q2 2026, its #51 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 13 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.