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

Sunbelt Securities’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	$5.04M	Sell	34,830 -41	-0.1%	-$6.08K	0.32%	60
2025 Q4	$4.92M	Sell	34,871 -725	-2%	-$103K	0.33%	52
2025 Q3	$5.04M	Sell	35,596 -461	-1%	-$63.6K	0.35%	55
2025 Q2	$4.88M	Buy	36,057 +1,276	+4%	+$160K	0.43%	48
2025 Q1	$4.33M	Sell	34,781 -1,239	-3%	-$166K	0.39%	50
2024 Q4	$4.88M	Buy	36,020 +2,961	+9%	+$419K	0.43%	48
2024 Q3	$4.61M	Sell	33,059 -1,536	-4%	-$207K	0.45%	54
2024 Q2	$4.44M	Buy	34,595 +362	+1%	+$46.3K	0.45%	51
2024 Q1	$4.48M	Buy	34,233 +843	+3%	+$105K	0.5%	47
2023 Q4	$4.18M	Buy	33,390 +363	+1%	+$40.7K	0.53%	41
2023 Q3	$3.62M	Buy	33,027 +611	+2%	+$70.5K	0.5%	45
2023 Q2	$3.73M	Buy	32,416 +595	+2%	+$65K	0.54%	39
2023 Q1	$3.44M	Sell	31,821 -2,428	-7%	-$274K	0.55%	39
2022 Q4	$3.7M	Buy	34,249 +331	+1%	+$36.4K	0.72%	31
2022 Q3	$3.45M	Buy	33,918 +1,677	+5%	+$188K	0.73%	28
2022 Q2	$3.4M	Buy	32,241 +462	+1%	+$52.4K	0.72%	25
2022 Q1	$4.03M	Buy	31,779 +292	+0.9%	+$36.8K	0.74%	26
2021 Q4	$3.94M	Sell	31,487 -3,995	-11%	-$544K	0.64%	36
2021 Q3	$4.48M	Hold	35,482	–	–	0.8%	26
2021 Q2	$4.48M	Buy	35,482 +210	+0.6%	+$27.3K	0.81%	26
2021 Q1	$4.52M	Sell	35,272 -622	-2%	-$79K	0.89%	28
2020 Q4	$4.1M	Buy	35,894 +156	+0.4%	+$15.9K	0.85%	27
2020 Q3	$3.17M	Buy	35,738 +824	+2%	+$73.7K	0.88%	23
2020 Q2	$2.96M	Sell	34,914 -183,152	-84%	-$14.3M	1.02%	19
2020 Q1	$18.6M	Buy	218,066 +180,782	+485%	+$16M	0.8%	20
2019 Q4	$1.61M	Buy	37,284 +4,416	+13%	+$408K	0.17%	128
2019 Q3	$2.93M	Buy	32,868 +18,340	+126%	+$1.66M	0.33%	71
2019 Q2	$1.33M	Sell	14,528 -192	-1%	-$17.3K	0.58%	47
2019 Q1	$1.31M	Buy	14,720 +438	+3%	+$38.7K	0.66%	46
2018 Q4	$1.15M	Sell	14,282 -1,996	-12%	-$178K	0.67%	44
2018 Q3	$1.64M	Buy	16,278 +122	+0.8%	+$12.3K	0.88%	32
2018 Q2	$1.53M	Buy	16,156 +2,700	+20%	+$248K	0.91%	29
2018 Q1	$1.17M	Buy	13,456 +88	+0.7%	+$7.67K	1.07%	17
2017 Q4	$1.14M	Buy	13,368 +68	+0.5%	+$5.69K	1.11%	18
2017 Q3	$1.09M	Buy	13,300 +456	+4%	+$35.6K	1.15%	19
2017 Q2	$1M	Sell	12,844 -622	-5%	-$47.8K	1.88%	12
2017 Q1	$1.03M	Buy	13,466 +1,564	+13%	+$119K	1.55%	14
2016 Q4	$893K	Buy	11,902 +852	+8%	+$60.1K	1.36%	15
2016 Q3	$758K	Buy	11,050 +1,032	+10%	+$69.7K	0.91%	21
2016 Q2	$643K	Buy	10,018 +480	+5%	+$30.2K	0.84%	23
2016 Q1	$592K	Buy	9,538 +12	+0.1%	+$699	0.86%	25
2015 Q4	$592K	Buy	9,526 +38	+0.4%	+$2.41K	0.83%	26
2015 Q3	$570K	Buy	9,488 +76	+0.8%	+$4.86K	0.77%	26
2015 Q2	$616K	Buy	9,412 +642	+7%	+$41.9K	0.85%	23
2015 Q1	$571K	Buy	8,770 +702	+9%	+$44K	0.85%	23
2014 Q4	$493K	Buy	+8,068	New	+$473K	0.65%	33

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

Sunbelt Securities's IJT Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.12% in Q1 2026, selling an estimated $6.08K and leaving 34,830 shares worth $5.04M. The position accounts for 0.32% of the portfolio, ranked #60.

Sunbelt Securities first reported a position in IJT in Q4 2014 and has held it in 46 quarters since. The position peaked at $18.6M in Q1 2020. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Sunbelt Securities held 34,830 shares of iShares S&P Small-Cap 600 Growth ETF worth $5.04M as of Q1 2026.
Sunbelt Securities sold 41 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $6.08K.
iShares S&P Small-Cap 600 Growth ETF made up 0.32% of Sunbelt Securities's portfolio in Q1 2026, its #60 holding.
Sunbelt Securities first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and has held it in 46 quarters since.
Sunbelt Securities's iShares S&P Small-Cap 600 Growth ETF position peaked at $18.6M in Q1 2020.
758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.