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

Vickerman 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 		$563K Sell
3,889
-159
-4% -$23.6K 0.12% 66
2025
Q4 		$571K Sell
4,048
-14
-0.3% -$1.98K 0.11% 68
2025
Q3 		$575K Sell
4,062
-19
-0.5% -$2.62K 0.12% 61
2025
Q2 		$543K Sell
4,081
-87
-2% -$10.9K 0.12% 62
2025
Q1 		$519K Sell
4,168
-69
-2% -$9.23K 0.12% 63
2024
Q4 		$574K Sell
4,237
-22
-0.5% -$3.11K 0.16% 54
2024
Q3 		$594K Sell
4,259
-3
-0.1% -$405 0.17% 53
2024
Q2 		$547K Sell
4,262
-71
-2% -$9.08K 0.18% 53
2024
Q1 		$566K Sell
4,333
-35
-0.8% -$4.37K 0.18% 53
2023
Q4 		$547K Sell
4,368
-156
-3% -$17.5K 0.19% 53
2023
Q3 		$496K Sell
4,524
-7
-0.2% -$807 0.2% 55
2023
Q2 		$521K Sell
4,531
-38
-0.8% -$4.15K 0.2% 57
2023
Q1 		$502K Sell
4,569
-121
-3% -$13.6K 0.2% 56
2022
Q4 		$507K Buy
4,690
+825
+21% +$90.7K 0.23% 60
2022
Q3 		$393K Sell
3,865
-325
-8% -$36.5K 0.19% 61
2022
Q2 		$441K Sell
4,190
-182
-4% -$20.6K 0.21% 63
2022
Q1 		$491K Sell
4,372
-145
-3% -$18.3K 0.22% 64
2021
Q4 		$627K Sell
4,517
-125
-3% -$17K 0.25% 58
2021
Q3 		$604K Buy
+4,642
New +$612K 0.24% 62

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

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

Vickerman Investment Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.9% in Q1 2026, selling an estimated $23.6K and leaving 3,889 shares worth $563K. The position accounts for 0.12% of the portfolio, ranked #66.

Vickerman Investment Advisors first reported a position in IJT in Q3 2021 and has held it in 19 quarters since. The position peaked at $627K in Q4 2021. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Vickerman Investment Advisors held 3,889 shares of iShares S&P Small-Cap 600 Growth ETF worth $563K as of Q1 2026.
  • Vickerman Investment Advisors sold 159 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $23.6K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.12% of Vickerman Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • Vickerman Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Vickerman Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $627K in Q4 2021.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.