UBS Group
IJT icon

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

UBS 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
2024
Q2 		– Sell
-1,400
Closed -$183K – 9772
2024
Q1 		$183K Hold
1,400
– – ﹤0.01% 5914
2023
Q4 		$175K Buy
+1,400
New +$157K ﹤0.01% 5856

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group's IJT Position: Q1 2026 in Review

UBS Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3% in Q1 2026, buying an estimated $4.61M and bringing the position to 1,084,248 shares worth $157M. The position accounts for 0.02% of the portfolio, ranked #745.

UBS Group first reported a position in IJT in Q4 2014 and has held it in 46 quarters since. The position peaked at $158M in Q3 2024. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • UBS Group held 1,084,248 shares of iShares S&P Small-Cap 600 Growth ETF worth $157M as of Q1 2026.
  • UBS Group bought 31,102 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $4.61M.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #745 holding.
  • UBS Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $158M in Q3 2024.
  • 758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.