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

Whittier Trust’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
Q2 		$1.91M Buy
10,774
+926
+9% +$150K 0.02% 302
2026
Q1 		$1.46M Sell
9,848
-437
-4% -$64.8K 0.02% 303
2025
Q4 		$1.5M Sell
10,285
-9
-0.1% -$1.27K 0.02% 301
2025
Q3 		$1.47M Buy
10,294
+3
+0% +$414 0.02% 300
2025
Q2 		$1.37M Sell
10,291
-109
-1% -$13.7K 0.02% 338
2025
Q1 		$1.29M Buy
10,400
+1
+0% +$134 0.02% 342
2024
Q4 		$1.41M Sell
10,399
-8
-0.1% -$1.13K 0.02% 323
2024
Q3 		$1.45M Sell
10,407
-24
-0.2% -$3.24K 0.02% 319
2024
Q2 		$1.34M Buy
10,431
+2
+0% +$256 0.02% 314
2024
Q1 		$1.36M Sell
10,429
-348
-3% -$43.4K 0.02% 308
2023
Q4 		$1.35M Sell
10,777
-113
-1% -$12.7K 0.02% 307
2023
Q3 		$1.19M Hold
10,890
– – 0.02% 319
2023
Q2 		$1.25M Sell
10,890
-421
-4% -$46K 0.02% 321
2023
Q1 		$1.24M Buy
11,311
+3
+0% +$338 0.02% 321
2022
Q4 		$1.22M Sell
11,308
-439
-4% -$48.3K 0.02% 321
2022
Q3 		$1.19M Sell
11,747
-4,600
-28% -$516K 0.03% 314
2022
Q2 		$1.72M Buy
16,347
+734
+5% +$83.2K 0.03% 285
2022
Q1 		$1.95M Buy
15,613
+2
+0% +$252 0.03% 287
2021
Q4 		$2.17M Buy
15,611
+428
+3% +$58.3K 0.04% 274
2021
Q3 		$1.97M Buy
15,183
+352
+2% +$46.4K 0.04% 273
2021
Q2 		$1.97M Sell
14,831
-307
-2% -$40K 0.04% 269
2021
Q1 		$1.94M Sell
15,138
-77
-0.5% -$9.78K 0.04% 274
2020
Q4 		$1.74M Buy
15,215
+1,351
+10% +$138K 0.04% 267
2020
Q3 		$1.22M Sell
13,864
-196
-1% -$17.5K 0.03% 299
2020
Q2 		$1.19M Hold
14,060
– – 0.03% 285
2020
Q1 		$969K Buy
14,060
+3,048
+28% +$269K 0.03% 287
2019
Q4 		$1.06M Buy
11,012
+4
+0% +$369 0.03% 303
2019
Q3 		$982K Buy
11,008
+1,600
+17% +$144K 0.03% 310
2019
Q2 		$858K Sell
9,408
-56
-0.6% -$5.03K 0.03% 321
2019
Q1 		$844K Sell
9,464
-56
-0.6% -$4.95K 0.03% 311
2018
Q4 		$768K Sell
9,520
-158
-2% -$14.1K 0.03% 315
2018
Q3 		$976K Hold
9,678
– – 0.03% 287
2018
Q2 		$914K Buy
9,678
+82
+0.9% +$7.53K 0.03% 295
2018
Q1 		$834K Hold
9,596
– – 0.03% 309
2017
Q4 		$816K Buy
9,596
+36
+0.4% +$3.01K 0.03% 307
2017
Q3 		$786K Sell
9,560
-96
-1% -$7.49K 0.03% 306
2017
Q2 		$753K Sell
9,656
-714
-7% -$54.9K 0.03% 293
2017
Q1 		$794K Hold
10,370
– – 0.03% 293
2016
Q4 		$778K Sell
10,370
-142
-1% -$10K 0.03% 286
2016
Q3 		$721K Buy
10,512
+78
+0.7% +$5.26K 0.03% 301
2016
Q2 		$670K Sell
10,434
-120
-1% -$7.54K 0.03% 304
2016
Q1 		$655K Buy
10,554
+8
+0.1% +$466 0.03% 311
2015
Q4 		$655K Sell
10,546
-100
-0.9% -$6.34K 0.03% 321
2015
Q3 		$639K Hold
10,646
– – 0.03% 310
2015
Q2 		$697K Buy
10,646
+4
+0% +$261 0.03% 314
2015
Q1 		$693K Sell
10,642
-248
-2% -$15.5K 0.03% 300
2014
Q4 		$666K Sell
10,890
-466
-4% -$27.3K 0.03% 299
2014
Q3 		$639K Sell
11,356
-360
-3% -$21K 0.03% 304
2014
Q2 		$708K Sell
11,716
-1,220
-9% -$70.8K 0.03% 296
2014
Q1 		$770K Hold
12,936
– – 0.04% 280
2013
Q4 		$767K Sell
12,936
-752
-5% -$42.8K 0.04% 272
2013
Q3 		$742K Sell
13,688
-364
-3% -$19K 0.04% 277
2013
Q2 		$680K Buy
+14,052
New +$669K 0.04% 283

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Whittier Trust's IJT Position: Q2 2026 in Review

Whittier Trust increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 9.4% in Q2 2026, buying an estimated $150K and bringing the position to 10,774 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #302.

Whittier Trust first reported a position in IJT in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.17M in Q4 2021. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Whittier Trust held 10,774 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.91M as of Q2 2026.
  • Whittier Trust bought 926 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $150K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #302 holding.
  • Whittier Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Whittier Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.17M in Q4 2021.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.