Is This Small-Cap Growth ETF a Buy After Lee Financial Scooped Up Shares Worth Nearly $8 Million?

9 hours ago 11

Robert Izquierdo, The Motley Fool

Sat, January 31, 2026 astatine 5:18 PM CST 4 min read

According to a Securities and Exchange Commission (SEC) filing dated January 22, 2026, Lee Financial Co. initiated a caller involvement successful iShares Trust - iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT), acquiring 55,677 shares. The estimated worth of this trade, calculated utilizing the mean stock terms implicit the quarter, was $7.86 million.The quarter-end worth of the presumption besides stood astatine $7.86 million, capturing some the commercialized and consequent terms movement.

This was a caller presumption for Lee Financial Co, representing 1.06% of its $741.18 cardinal successful reportable U.S. equity assets arsenic of December 31, 2025.

Top holdings aft the filing include:

NYSEMKT: IVV: $187.02 cardinal (25.2% of AUM)
NYSEMKT: IJH: $92.10 cardinal (12.4% of AUM)
NYSEMKT: FNDX: $63.24 cardinal (8.5% of AUM)
NYSEMKT: IVW: $44.54 cardinal (6.0% of AUM)
UNK: BRK-B: $37.94 cardinal (5.1% of AUM)

As of January 21, 2026, shares of IJT were priced astatine $152.27.

IJT delivered an 8.2% full instrumentality implicit the past twelvemonth and underperformed the S&P 500 by 5.5 percent points implicit the aforesaid period

Metric

Value

AUM	$6.29 billion
Price (as of marketplace adjacent 1/21/26)	$152.27
Dividend yield	0.8%
1-year full return	8.18%

The ETF’s concern strategy seeks to way the S&P Small-Cap 600 Growth Index, focusing connected U.S. small-cap maturation equities.
The portfolio is chiefly composed of small-cap U.S. stocks exhibiting maturation characteristics, with astatine slightest 80% of assets invested successful scale constituents and the remainder successful currency equivalents and derivatives.
The money is structured arsenic an ETF with a passively managed attack targeting organization and retail investors seeking small-cap maturation exposure.

The iShares S&P Small-Cap 600 Growth ETF provides targeted vulnerability to the small-cap maturation conception of the U.S. equity marketplace done a rules-based, index-tracking approach. The fund's scale, with a marketplace capitalization exceeding $6 billion, enables businesslike entree to a diversified handbasket of growth-oriented small-cap stocks. Its transparent operation and disciplined methodology connection investors a cost-effective conveyance for capturing small-cap maturation trends portion maintaining liquidity and diversification.

This transaction by wealthiness absorption institution Lee Financial Co. is noteworthy due to the fact that it is initiating a caller presumption successful the iShares S&P Small-Cap 600 Growth ETF (IJT), suggesting it sees accidental successful the fund. The bargain was ample capable to catapult IJT into Lee Financial’s apical 15 holdings retired of 142 astatine the extremity of 2025.