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SHP Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

SHP Wealth Management’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 		– Sell
-8
Closed -$1.19K – 1868
2025
Q4 		$1.13K Buy
+8
New +$1.13K ﹤0.01% 1235

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SHP Wealth Management's IJT Position: Q1 2026 in Review

SHP Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 8 shares — an estimated $1.19K sold.

SHP Wealth Management first reported a position in IJT in Q4 2025 and held it in 1 quarter. The position peaked at $1.13K in Q4 2025. 760 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • SHP Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 8 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $1.19K.
  • SHP Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.13K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.