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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
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
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

Taylor Financial Group's IJT Position: Q1 2026 in Review

Taylor Financial Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 90% in Q1 2026, buying an estimated $2.35M and bringing the position to 33,474 shares worth $4.84M. The position accounts for 2.94% of the portfolio, ranked #4.

Taylor Financial Group first reported a position in IJT in Q4 2023 and has held it in 10 quarters since. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Taylor Financial Group held 33,474 shares of iShares S&P Small-Cap 600 Growth ETF worth $4.84M as of Q1 2026.
  • Taylor Financial Group bought 15,835 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $2.35M.
  • iShares S&P Small-Cap 600 Growth ETF made up 2.94% of Taylor Financial Group's portfolio in Q1 2026, its #4 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 10 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.