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

Taylor Financial Group’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 Q2	$6.01M	Buy	33,671 +197	+0.6%	+$31.9K	3.31%	3
2026 Q1	$4.84M	Buy	33,474 +15,835	+90%	+$2.35M	2.94%	4
2025 Q4	$2.49M	Buy	17,639 +79	+0.4%	+$11.2K	1.46%	16
2025 Q3	$2.48M	Buy	17,560 +518	+3%	+$71.5K	1.43%	18
2025 Q2	$2.27M	Buy	17,042 +810	+5%	+$101K	1.42%	18
2025 Q1	$2.02M	Buy	16,232 +486	+3%	+$65K	1.41%	18
2024 Q4	$2.13M	Buy	15,746 +799	+5%	+$113K	1.48%	17
2024 Q3	$2.08M	Buy	14,947 +861	+6%	+$116K	1.44%	16
2024 Q2	$1.81M	Buy	14,086 +778	+6%	+$99.5K	1.39%	17
2024 Q1	$1.74M	Buy	13,308 +82	+0.6%	+$10.2K	1.32%	18
2023 Q4	$1.66M	Buy	+13,226	New	+$1.48M	1.36%	19

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Taylor Financial Group's IJT Position: Q2 2026 in Review

Taylor Financial Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.59% in Q2 2026, buying an estimated $31.9K and bringing the position to 33,671 shares worth $6.01M. The position accounts for 3.31% of the portfolio, ranked #3.

Taylor Financial Group first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Taylor Financial Group held 33,671 shares of iShares S&P Small-Cap 600 Growth ETF worth $6.01M as of Q2 2026.
Taylor Financial Group bought 197 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $31.9K.
iShares S&P Small-Cap 600 Growth ETF made up 3.31% of Taylor Financial Group's portfolio in Q2 2026, its #3 holding.
Taylor Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.