Windsor Advisory Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Windsor Advisory 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	$160K	Hold	1,104	–	–	0.13%	56
2025 Q4	$156K	Hold	1,104	–	–	0.14%	61
2025 Q3	$156K	Hold	1,104	–	–	0.14%	65
2025 Q2	$147K	Hold	1,104	–	–	0.21%	40
2025 Q1	$137K	Hold	1,104	–	–	0.18%	40
2024 Q4	$149K	Hold	1,104	–	–	0.17%	53
2024 Q3	$154K	Hold	1,104	–	–	0.17%	60
2024 Q2	$142K	Hold	1,104	–	–	0.28%	36
2024 Q1	$144K	Hold	1,104	–	–	0.41%	36
2023 Q4	$138K	Hold	1,104	–	–	0.41%	38
2023 Q3	$121K	Hold	1,104	–	–	0.29%	45
2023 Q2	$127K	Hold	1,104	–	–	0.31%	41
2023 Q1	$121K	Hold	1,104	–	–	0.29%	46
2022 Q4	$119K	Buy	+1,104	New	+$121K	0.32%	50

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

Windsor Advisory Group's IJT Position: Q1 2026 in Review

Windsor Advisory Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 1,104 shares worth $160K. The position accounts for 0.13% of the portfolio, ranked #56.

Windsor Advisory Group first reported a position in IJT in Q4 2022 and has held it in 14 quarters since. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Windsor Advisory Group held 1,104 shares of iShares S&P Small-Cap 600 Growth ETF worth $160K as of Q1 2026.
Windsor Advisory Group 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 0.13% of Windsor Advisory Group's portfolio in Q1 2026, its #56 holding.
Windsor Advisory Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 14 quarters since.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.