SFP
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Sterling Financial Planning’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Sterling Financial Planning’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 		$18.8M Buy
129,856
+1,008
+0.8% +$150K 5.57% 3
2025
Q4 		$18.2M Buy
128,848
+4,670
+4% +$661K 5.48% 3
2025
Q3 		$17.6M Buy
124,178
+387
+0.3% +$53.4K 5.54% 4
2025
Q2 		$16.5M Buy
123,791
+5,855
+5% +$734K 5.5% 4
2025
Q1 		$14.7M Buy
117,936
+5,558
+5% +$743K 5.33% 3
2024
Q4 		$15.2M Sell
112,378
-902
-0.8% -$128K 5.6% 4
2024
Q3 		$15.8M Buy
113,280
+3,365
+3% +$454K 5.83% 3
2024
Q2 		$14.1M Buy
109,915
+1,451
+1% +$186K 5.73% 4
2024
Q1 		$14.2M Buy
108,464
+226
+0.2% +$28.2K 5.75% 4
2023
Q4 		$13.5M Buy
108,238
+3,311
+3% +$371K 5.86% 2
2023
Q3 		$11.5M Buy
104,927
+1,147
+1% +$132K 5.89% 4
2023
Q2 		$11.9M Buy
103,780
+10,673
+11% +$1.17M 5.91% 5
2023
Q1 		$10.2M Buy
93,107
+6,383
+7% +$720K 5.56% 4
2022
Q4 		$9.37M Buy
86,724
+3,533
+4% +$388K 5.59% 3
2022
Q3 		$8.46M Buy
83,191
+6,651
+9% +$747K 5.93% 3
2022
Q2 		$8.06M Buy
76,540
+3,966
+5% +$450K 5.67% 4
2022
Q1 		$9.08M Buy
72,574
+3,751
+5% +$473K 5.72% 5
2021
Q4 		$9.55M Buy
68,823
+105
+0.2% +$14.3K 5.97% 4
2021
Q3 		$8.94M Buy
68,718
+654
+1% +$86.2K 5.69% 4
2021
Q2 		$9.03M Buy
68,064
+1,585
+2% +$206K 5.86% 4
2021
Q1 		$8.53M Buy
66,479
+1,939
+3% +$246K 6.08% 3
2020
Q4 		$7.37M Buy
+64,540
New +$6.58M 5.93% 4

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 $377B AUM 19.32% 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 $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sterling Financial Planning's IJT Position: Q1 2026 in Review

Sterling Financial Planning increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.78% in Q1 2026, buying an estimated $150K and bringing the position to 129,856 shares worth $18.8M. The position accounts for 5.57% of the portfolio, ranked #3.

Sterling Financial Planning first reported a position in IJT in Q4 2020 and has held it in 22 quarters since. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Sterling Financial Planning held 129,856 shares of iShares S&P Small-Cap 600 Growth ETF worth $18.8M as of Q1 2026.
  • Sterling Financial Planning bought 1,008 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $150K.
  • iShares S&P Small-Cap 600 Growth ETF made up 5.57% of Sterling Financial Planning's portfolio in Q1 2026, its #3 holding.
  • Sterling Financial Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.