Topsail Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Topsail Wealth Management’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	$83.4K	Hold	576	–	–	0.01%	201
2025 Q4	$81.3K	Hold	576	–	–	0.01%	189
2025 Q3	$81.5K	Hold	576	–	–	0.01%	185
2025 Q2	$76.6K	Hold	576	–	–	0.01%	174
2025 Q1	$71.7K	Hold	576	–	–	0.01%	165
2024 Q4	$78K	Buy	+576	New	+$81.5K	0.02%	149

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

Topsail Wealth Management's IJT Position: Q1 2026 in Review

Topsail Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 576 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #201.

Topsail Wealth Management first reported a position in IJT in Q4 2024 and has held it in 6 quarters since. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Topsail Wealth Management held 576 shares of iShares S&P Small-Cap 600 Growth ETF worth $83.4K as of Q1 2026.
Topsail Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Topsail Wealth Management's portfolio in Q1 2026, its #201 holding.
Topsail Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 6 quarters since.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.