WLIM
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White Lighthouse Investment Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

White Lighthouse Investment 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 		$1.87M Buy
12,888
+68
+0.5% +$10.1K 0.26% 51
2025
Q4 		$1.81M Sell
12,820
-16
-0.1% -$2.27K 0.25% 53
2025
Q3 		$1.82M Sell
12,836
-541
-4% -$74.7K 0.28% 48
2025
Q2 		$1.78M Buy
13,377
+306
+2% +$38.3K 0.29% 49
2025
Q1 		$1.63M Sell
13,071
-441
-3% -$59K 0.29% 49
2024
Q4 		$1.83M Sell
13,512
-77
-0.6% -$10.9K 0.32% 45
2024
Q3 		$1.9M Hold
13,589
– – 0.34% 45
2024
Q2 		$1.75M Sell
13,589
-67
-0.5% -$8.57K 0.34% 44
2024
Q1 		$1.79M Sell
13,656
-130
-0.9% -$16.2K 0.36% 44
2023
Q4 		$1.73M Sell
13,786
-47
-0.3% -$5.27K 0.38% 45
2023
Q3 		$1.52M Sell
13,833
-100
-0.7% -$11.5K 0.37% 46
2023
Q2 		$1.6M Sell
13,933
-318
-2% -$34.7K 0.38% 44
2023
Q1 		$1.57M Buy
14,251
+21
+0.1% +$2.37K 0.39% 44
2022
Q4 		$1.54M Sell
14,230
-72
-0.5% -$7.92K 0.42% 43
2022
Q3 		$1.45M Sell
14,302
-100
-0.7% -$11.2K 0.42% 43
2022
Q2 		$1.52M Sell
14,402
-39
-0.3% -$4.42K 0.43% 41
2022
Q1 		$1.81M Sell
14,441
-250
-2% -$31.5K 0.46% 43
2021
Q4 		$2.04M Sell
14,691
-7
-0% -$953 0.51% 40
2021
Q3 		$1.91M Sell
14,698
-210
-1% -$27.7K 0.51% 41
2021
Q2 		$1.98M Buy
14,908
+170
+1% +$22.1K 0.54% 40
2021
Q1 		$1.89M Sell
14,738
-390
-3% -$49.6K 0.58% 39
2020
Q4 		$1.73M Sell
15,128
-314
-2% -$32K 0.55% 42
2020
Q3 		$1.36M Buy
15,442
+2
+0% +$179 0.47% 47
2020
Q2 		$1.31M Sell
15,440
-2,810
-15% -$219K 0.48% 46
2020
Q1 		$1.26M Sell
18,250
-3,150
-15% -$278K 0.53% 45
2019
Q4 		$2.07M Sell
21,400
-624
-3% -$57.6K 0.76% 34
2019
Q3 		$1.96M Buy
22,024
+408
+2% +$36.8K 0.79% 35
2019
Q2 		$1.97M Sell
21,616
-270
-1% -$24.3K 0.82% 34
2019
Q1 		$1.95M Buy
21,886
+872
+4% +$77.1K 0.9% 30
2018
Q4 		$1.7M Sell
21,014
-14
-0.1% -$1.25K 0.93% 26
2018
Q3 		$2.12M Buy
21,028
+570
+3% +$57.3K 1.08% 24
2018
Q2 		$1.93M Buy
20,458
+1,130
+6% +$104K 1.06% 25
2018
Q1 		$1.68M Sell
19,328
-40
-0.2% -$3.48K 0.96% 25
2017
Q4 		$1.65M Buy
+19,368
New +$1.62M 0.95% 26

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

White Lighthouse Investment Management's IJT Position: Q1 2026 in Review

White Lighthouse Investment Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.53% in Q1 2026, buying an estimated $10.1K and bringing the position to 12,888 shares worth $1.87M. The position accounts for 0.26% of the portfolio, ranked #51.

White Lighthouse Investment Management first reported a position in IJT in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.12M in Q3 2018. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • White Lighthouse Investment Management held 12,888 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.87M as of Q1 2026.
  • White Lighthouse Investment Management bought 68 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $10.1K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.26% of White Lighthouse Investment Management's portfolio in Q1 2026, its #51 holding.
  • White Lighthouse Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • White Lighthouse Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.12M in Q3 2018.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.