Vaughan & Co Securities’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Vaughan & Co Securities’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	$715K	Hold	4,940	–	–	0.37%	33
2025 Q4	$697K	Sell	4,940 -98	-2%	-$13.9K	0.36%	28
2025 Q3	$713K	Hold	5,038	–	–	0.38%	31
2025 Q2	$670K	Hold	5,038	–	–	0.38%	30
2025 Q1	$627K	Sell	5,038 -36	-0.7%	-$4.82K	0.39%	38
2024 Q4	$687K	Hold	5,074	–	–	0.41%	34
2024 Q3	$708K	Sell	5,074 -119	-2%	-$16.1K	0.42%	37
2024 Q2	$667K	Hold	5,193	–	–	0.42%	30
2024 Q1	$679K	Hold	5,193	–	–	0.43%	28
2023 Q4	$650K	Hold	5,193	–	–	0.44%	33
2023 Q3	$570K	Hold	5,193	–	–	0.42%	36
2023 Q2	$597K	Hold	5,193	–	–	0.42%	37
2023 Q1	$571K	Sell	5,193 -295	-5%	-$33.3K	0.42%	42
2022 Q4	$593K	Sell	5,488 -27	-0.5%	-$2.97K	0.47%	39
2022 Q3	$561K	Hold	5,515	–	–	0.48%	34
2022 Q2	$581K	Hold	5,515	–	–	0.47%	37
2022 Q1	$690K	Sell	5,515 -265	-5%	-$33.4K	0.48%	35
2021 Q4	$802K	Sell	5,780 -37	-0.6%	-$5.04K	0.54%	20
2021 Q3	$756K	Hold	5,817	–	–	0.56%	19
2021 Q2	$772K	Sell	5,817 -282	-5%	-$36.7K	0.57%	18
2021 Q1	$782K	Sell	6,099 -303	-5%	-$38.5K	0.63%	14
2020 Q4	$731K	Hold	6,402	–	–	0.65%	14
2020 Q3	$565K	Sell	6,402 -116	-2%	-$10.4K	0.59%	15
2020 Q2	$553K	Hold	6,518	–	–	0.61%	16
2020 Q1	$449K	Sell	6,518 -46	-0.7%	-$4.06K	0.57%	22
2019 Q4	$634K	Buy	+6,564	New	+$606K	0.57%	23

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

Vaughan & Co Securities's IJT Position: Q1 2026 in Review

Vaughan & Co Securities held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 4,940 shares worth $715K. The position accounts for 0.37% of the portfolio, ranked #33.

Vaughan & Co Securities first reported a position in IJT in Q4 2019 and has held it in 26 quarters since. The position peaked at $802K in Q4 2021. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Vaughan & Co Securities held 4,940 shares of iShares S&P Small-Cap 600 Growth ETF worth $715K as of Q1 2026.
Vaughan & Co Securities 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 0.37% of Vaughan & Co Securities's portfolio in Q1 2026, its #33 holding.
Vaughan & Co Securities first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 26 quarters since.
Vaughan & Co Securities's iShares S&P Small-Cap 600 Growth ETF position peaked at $802K 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 Vaughan & Co Securities's 13F filing for Q1 2026, filed 27 Apr 2026.