Shoker Investment Counsel’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Shoker Investment Counsel’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	$632K	Sell	4,366 -49	-1%	-$7.27K	0.19%	68
2025 Q4	$623K	Hold	4,415	–	–	0.18%	69
2025 Q3	$625K	Sell	4,415 -7	-0.2%	-$966	0.18%	68
2025 Q2	$588K	Sell	4,422 -254	-5%	-$31.8K	0.18%	69
2025 Q1	$582K	Sell	4,676 -38	-0.8%	-$5.08K	0.2%	66
2024 Q4	$638K	Hold	4,714	–	–	0.22%	64
2024 Q3	$658K	Sell	4,714 -1	-0%	-$135	0.22%	64
2024 Q2	$606K	Sell	4,715 -233	-5%	-$29.8K	0.21%	64
2024 Q1	$642K	Hold	4,948	–	–	0.23%	63
2023 Q4	$619K	Buy	4,948 +2	+0%	+$224	0.24%	58
2023 Q3	$543K	Hold	4,946	–	–	0.24%	57
2023 Q2	$569K	Hold	4,946	–	–	0.24%	57
2023 Q1	$544K	Buy	4,946 +1	+0%	+$113	0.24%	58
2022 Q4	$534K	Sell	4,945 -323	-6%	-$35.5K	0.24%	62
2022 Q3	$535K	Sell	5,268 -2	-0%	-$225	0.28%	56
2022 Q2	$555K	Buy	5,270 +5	+0.1%	+$567	0.29%	57
2022 Q1	$658K	Buy	5,265 +4	+0.1%	+$504	0.33%	58
2021 Q4	$730K	Buy	5,261 +13	+0.2%	+$1.77K	0.33%	58
2021 Q3	$682K	Sell	5,248 -328	-6%	-$43.2K	0.34%	59
2021 Q2	$739K	Buy	5,576 +6	+0.1%	+$781	0.37%	56
2021 Q1	$714K	Hold	5,570	–	–	0.37%	57
2020 Q4	$636K	Buy	5,570 +4	+0.1%	+$408	0.36%	59
2020 Q3	$491K	Buy	5,566 +6	+0.1%	+$537	0.32%	62
2020 Q2	$472K	Buy	+5,560	New	+$433K	0.33%	60
2020 Q1	–	Sell	-5,422	Closed	-$524K	–	88
2019 Q4	$524K	Buy	5,422 +14	+0.3%	+$1.29K	0.35%	62
2019 Q3	$482K	Hold	5,408	–	–	0.35%	62
2019 Q2	$493K	Sell	5,408 -114	-2%	-$10.2K	0.36%	63
2019 Q1	$492K	Sell	5,522 -42	-0.8%	-$3.71K	0.36%	63
2018 Q4	$448K	Buy	5,564 +182	+3%	+$16.2K	0.38%	63
2018 Q3	$543K	Buy	5,382 +4	+0.1%	+$402	0.39%	62
2018 Q2	$508K	Hold	5,378	–	–	0.38%	66
2018 Q1	$467K	Buy	5,378 +4	+0.1%	+$348	0.36%	67
2017 Q4	$457K	Buy	5,374 +12	+0.2%	+$1K	0.33%	72
2017 Q3	$441K	Buy	5,362 +6	+0.1%	+$468	0.33%	69
2017 Q2	$417K	Hold	5,356	–	–	0.33%	68
2017 Q1	$410K	Buy	5,356 +4	+0.1%	+$303	0.34%	67
2016 Q4	$401K	Buy	5,352 +10	+0.2%	+$705	0.33%	71
2016 Q3	$366K	Hold	5,342	–	–	0.31%	70
2016 Q2	$343K	Sell	5,342 -244	-4%	-$15.3K	0.3%	73
2016 Q1	$346K	Sell	5,586 -978	-15%	-$57K	0.33%	74
2015 Q4	$407K	Sell	6,564 -176	-3%	-$11.2K	0.41%	60
2015 Q3	$404K	Buy	6,740 +432	+7%	+$27.6K	0.43%	60
2015 Q2	$413K	Sell	6,308 -224	-3%	-$14.6K	0.39%	62
2015 Q1	$425K	Hold	6,532	–	–	0.4%	60
2014 Q4	$399K	Sell	6,532 -536	-8%	-$31.4K	0.37%	64
2014 Q3	$397K	Hold	7,068	–	–	0.37%	63
2014 Q2	$426K	Sell	7,068 -358	-5%	-$20.8K	0.38%	62
2014 Q1	$442K	Sell	7,426 -256	-3%	-$15K	0.42%	60
2013 Q4	$456K	Buy	+7,682	New	+$437K	0.42%	59

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

Shoker Investment Counsel's IJT Position: Q1 2026 in Review

Shoker Investment Counsel reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.1% in Q1 2026, selling an estimated $7.27K and leaving 4,366 shares worth $632K. The position accounts for 0.19% of the portfolio, ranked #68.

Shoker Investment Counsel first reported a position in IJT in Q4 2013 and has held it in 49 quarters since. The position peaked at $739K in Q2 2021. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Shoker Investment Counsel held 4,366 shares of iShares S&P Small-Cap 600 Growth ETF worth $632K as of Q1 2026.
Shoker Investment Counsel sold 49 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $7.27K.
iShares S&P Small-Cap 600 Growth ETF made up 0.19% of Shoker Investment Counsel's portfolio in Q1 2026, its #68 holding.
Shoker Investment Counsel first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and has held it in 49 quarters since.
Shoker Investment Counsel's iShares S&P Small-Cap 600 Growth ETF position peaked at $739K in Q2 2021.
758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.