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

Summit Financial’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 		$493K Sell
3,406
-220
-6% -$32.6K 0.01% 1004
2025
Q4 		$512K Sell
3,626
-337
-9% -$47.7K 0.01% 883
2025
Q3 		$561K Buy
3,963
+16
+0.4% +$2.21K 0.01% 854
2025
Q2 		$525K Sell
3,947
-400
-9% -$50.1K 0.01% 568
2025
Q1 		$541K Buy
4,347
+896
+26% +$120K 0.02% 492
2024
Q4 		$467K Hold
3,451
– – 0.02% 462
2024
Q3 		$481K Sell
3,451
-295
-8% -$39.8K 0.02% 380
2024
Q2 		$481K Sell
3,746
-18
-0.5% -$2.3K 0.02% 330
2024
Q1 		$492K Buy
3,764
+26
+0.7% +$3.25K 0.03% 254
2023
Q4 		$468K Hold
3,738
– – 0.03% 249
2023
Q3 		$411K Hold
3,738
– – 0.03% 261
2023
Q2 		$430K Buy
3,738
+28
+0.8% +$3.06K 0.03% 245
2023
Q1 		$408K Hold
3,710
– – 0.04% 192
2022
Q4 		$401K Sell
3,710
-88
-2% -$9.68K 0.04% 185
2022
Q3 		$386K Sell
3,798
-780
-17% -$87.6K 0.04% 191
2022
Q2 		$482K Buy
+4,578
New +$519K 0.05% 158

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

Summit Financial's IJT Position: Q1 2026 in Review

Summit Financial reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6.1% in Q1 2026, selling an estimated $32.6K and leaving 3,406 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #1004.

Summit Financial first reported a position in IJT in Q2 2022 and has held it in 16 quarters since. The position peaked at $561K in Q3 2025. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Summit Financial held 3,406 shares of iShares S&P Small-Cap 600 Growth ETF worth $493K as of Q1 2026.
  • Summit Financial sold 220 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $32.6K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1004 holding.
  • Summit Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Summit Financial's iShares S&P Small-Cap 600 Growth ETF position peaked at $561K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.