UWPG
IJT icon

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

Ullmann Wealth Partners 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 		$2.13M Sell
14,689
-2,192
-13% -$325K 0.22% 48
2025
Q4 		$2.36M Sell
16,881
-192
-1% -$27.2K 0.25% 47
2025
Q3 		$2.42M Sell
17,073
-613
-3% -$84.6K 0.26% 45
2025
Q2 		$2.35M Sell
17,686
-39
-0.2% -$4.89K 0.28% 43
2025
Q1 		$2.21M Sell
17,725
-296
-2% -$39.6K 0.29% 39
2024
Q4 		$2.44M Buy
18,021
+14
+0.1% +$1.98K 0.31% 36
2024
Q3 		$2.51M Buy
18,007
+1,402
+8% +$189K 0.32% 36
2024
Q2 		$2.13M Buy
16,605
+16
+0.1% +$2.05K 0.3% 37
2024
Q1 		$2.17M Buy
16,589
+97
+0.6% +$12.1K 0.32% 34
2023
Q4 		$2.06M Buy
16,492
+53
+0.3% +$5.95K 0.34% 32
2023
Q3 		$1.8M Hold
16,439
– – 0.34% 31
2023
Q2 		$1.89M Buy
16,439
+23
+0.1% +$2.51K 0.38% 34
2023
Q1 		$1.8M Sell
16,416
-34
-0.2% -$3.83K 0.41% 28
2022
Q4 		$1.78M Sell
16,450
-292
-2% -$32.1K 0.44% 25
2022
Q3 		$1.7M Buy
16,742
+34
+0.2% +$3.82K 0.47% 25
2022
Q2 		$1.76M Buy
16,708
+3
+0% +$340 0.48% 25
2022
Q1 		$2.09M Sell
16,705
-38
-0.2% -$4.79K 0.53% 23
2021
Q4 		$2.32M Sell
16,743
-274
-2% -$37.3K 0.62% 21
2021
Q3 		$2.21M Sell
17,017
-481
-3% -$63.4K 0.87% 19
2021
Q2 		$2.32M Sell
17,498
-553
-3% -$72K 0.96% 19
2021
Q1 		$2.31M Sell
18,051
-209
-1% -$26.6K 1.03% 19
2020
Q4 		$2.08M Sell
18,260
-704
-4% -$71.7K 1.04% 18
2020
Q3 		$1.67M Sell
18,964
-1,440
-7% -$129K 0.96% 20
2020
Q2 		$1.73M Sell
20,404
-2,614
-11% -$204K 1.07% 17
2020
Q1 		$1.59M Buy
23,018
+756
+3% +$66.7K 1.19% 16
2019
Q4 		$2.15M Sell
22,262
-2,324
-9% -$215K 1.3% 14
2019
Q3 		$2.19M Sell
24,586
-326
-1% -$29.4K 1.35% 14
2019
Q2 		$2.27M Sell
24,912
-142
-0.6% -$12.8K 1.42% 13
2019
Q1 		$2.24M Buy
25,054
+1,414
+6% +$125K 1.44% 14
2018
Q4 		$1.91M Sell
23,640
-2,784
-11% -$248K 1.41% 18
2018
Q3 		$2.67M Buy
26,424
+264
+1% +$26.5K 1.77% 14
2018
Q2 		$2.47M Sell
26,160
-156
-0.6% -$14.3K 1.71% 14
2018
Q1 		$2.24M Sell
26,316
-7,700
-23% -$671K 1.58% 15
2017
Q4 		$2.89M Sell
34,016
-42,348
-55% -$3.54M 1.99% 13
2017
Q3 		$5.24M Buy
76,364
+21,970
+40% +$1.71M 5.24% 6
2017
Q2 		$4.24M Buy
54,394
+996
+2% +$76.6K 3.05% 8
2017
Q1 		$4.09M Sell
53,398
-16,110
-23% -$1.22M 3.38% 7
2016
Q4 		$5.26M Buy
+69,508
New +$4.9M 4.99% 7

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

Ullmann Wealth Partners Group's IJT Position: Q1 2026 in Review

Ullmann Wealth Partners Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 13% in Q1 2026, selling an estimated $325K and leaving 14,689 shares worth $2.13M. The position accounts for 0.22% of the portfolio, ranked #48.

Ullmann Wealth Partners Group first reported a position in IJT in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.26M in Q4 2016. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Ullmann Wealth Partners Group held 14,689 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.13M as of Q1 2026.
  • Ullmann Wealth Partners Group sold 2,192 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $325K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.22% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #48 holding.
  • Ullmann Wealth Partners Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • Ullmann Wealth Partners Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $5.26M in Q4 2016.
  • 758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.