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Tiemann Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Tiemann Investment Advisors’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 		$2.17M Sell
15,029
-22
-0.1% -$3.26K 0.85% 24
2025
Q4 		$2.12M Buy
15,051
+740
+5% +$105K 0.83% 26
2025
Q3 		$2.03M Buy
14,311
+64
+0.4% +$8.83K 0.77% 27
2025
Q2 		$1.9M Buy
14,247
+316
+2% +$39.6K 0.78% 25
2025
Q1 		$1.73M Sell
13,931
-175
-1% -$23.4K 0.79% 26
2024
Q4 		$1.91M Buy
14,106
+32
+0.2% +$4.53K 0.85% 22
2024
Q3 		$1.96M Buy
14,074
+96
+0.7% +$12.9K 0.85% 24
2024
Q2 		$1.8M Buy
13,978
+98
+0.7% +$12.5K 0.8% 28
2024
Q1 		$1.81M Sell
13,880
-100
-0.7% -$12.5K 0.81% 31
2023
Q4 		$1.75M Sell
13,980
-53
-0.4% -$5.95K 0.85% 27
2023
Q3 		$1.54M Buy
14,033
+75
+0.5% +$8.65K 0.82% 28
2023
Q2 		$1.6M Buy
13,958
+310
+2% +$33.9K 0.82% 29
2023
Q1 		$1.5M Buy
13,648
+66
+0.5% +$7.44K 0.82% 31
2022
Q4 		$1.47M Sell
13,582
-385
-3% -$42.3K 0.86% 28
2022
Q3 		$1.42M Sell
13,967
-2,322
-14% -$261K 0.92% 27
2022
Q2 		$1.72M Hold
16,289
– – 0.92% 25
2022
Q1 		$2.04M Sell
16,289
-984
-6% -$124K 0.94% 20
2021
Q4 		$2.4M Buy
17,273
+386
+2% +$52.5K 1.01% 18
2021
Q3 		$2.2M Sell
16,887
-661
-4% -$87.1K 1.04% 19
2021
Q2 		$2.33M Sell
17,548
-523
-3% -$68.1K 1.09% 17
2021
Q1 		$2.32M Sell
18,071
-667
-4% -$84.7K 1.15% 16
2020
Q4 		$2.14M Buy
18,738
+56
+0.3% +$5.71K 1.14% 17
2020
Q3 		$1.65M Sell
18,682
-186
-1% -$16.6K 1.02% 22
2020
Q2 		$1.6M Sell
18,868
-144
-0.8% -$11.2K 1.09% 21
2020
Q1 		$1.31M Buy
19,012
+730
+4% +$64.4K 1.14% 20
2019
Q4 		$1.77M Sell
18,282
-516
-3% -$47.6K 1.21% 15
2019
Q3 		$1.68M Buy
18,798
+246
+1% +$22.2K 1.22% 17
2019
Q2 		$1.69M Buy
18,552
+356
+2% +$32K 1.23% 16
2019
Q1 		$1.62M Buy
18,196
+1,118
+7% +$98.8K 1.24% 16
2018
Q4 		$1.38M Sell
17,078
-124
-0.7% -$11K 1.23% 19
2018
Q3 		$1.74M Buy
17,202
+68
+0.4% +$6.83K 1.32% 14
2018
Q2 		$1.62M Sell
17,134
-192
-1% -$17.6K 1.3% 15
2018
Q1 		$1.51M Buy
17,326
+42
+0.2% +$3.66K 1.21% 19
2017
Q4 		$1.47M Sell
17,284
-6
-0% -$502 1.17% 21
2017
Q3 		$1.42M Buy
17,290
+120
+0.7% +$9.36K 1.2% 21
2017
Q2 		$1.34M Sell
17,170
-150
-0.9% -$11.5K 1.2% 21
2017
Q1 		$1.33M Sell
17,320
-228
-1% -$17.3K 1.23% 21
2016
Q4 		$1.32M Sell
17,548
-3,388
-16% -$239K 1.29% 20
2016
Q3 		$1.44M Sell
20,936
-80
-0.4% -$5.4K 1.31% 18
2016
Q2 		$1.35M Sell
21,016
-382
-2% -$24K 1.26% 19
2016
Q1 		$1.33M Sell
21,398
-192
-0.9% -$11.2K 1.31% 19
2015
Q4 		$1.34M Buy
21,590
+1,564
+8% +$99.2K 1.36% 18
2015
Q3 		$1.2M Sell
20,026
-138
-0.7% -$8.83K 1.32% 16
2015
Q2 		$1.32M Buy
20,164
+186
+0.9% +$12.1K 1.35% 16
2015
Q1 		$1.3M Buy
19,978
+3,202
+19% +$201K 1.35% 16
2014
Q4 		$1.03M Buy
16,776
+436
+3% +$25.6K 1.1% 22
2014
Q3 		$920K Buy
16,340
+210
+1% +$12.3K 1.03% 26
2014
Q2 		$974K Buy
16,130
+584
+4% +$33.9K 1.08% 24
2014
Q1 		$925K Buy
15,546
+110
+0.7% +$6.46K 1.04% 24
2013
Q4 		$915K Buy
+15,436
New +$879K 1.08% 23

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

Tiemann Investment Advisors's IJT Position: Q1 2026 in Review

Tiemann Investment Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.15% in Q1 2026, selling an estimated $3.26K and leaving 15,029 shares worth $2.17M. The position accounts for 0.85% of the portfolio, ranked #24.

Tiemann Investment Advisors first reported a position in IJT in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.4M in Q4 2021. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Tiemann Investment Advisors held 15,029 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.17M as of Q1 2026.
  • Tiemann Investment Advisors sold 22 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $3.26K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.85% of Tiemann Investment Advisors's portfolio in Q1 2026, its #24 holding.
  • Tiemann Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • Tiemann Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.4M in Q4 2021.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.