Lee Financial Co. acquired 55,677 shares of iShares Trust – iShares S&P Small-Cap 600 Growth ETF, valued at $7.86 million, according to a recent SEC filing. This new position represents 1.06% of the company’s $741.18 million in U.S. equity assets. Top holdings include IVV, IJH, FNDX, IVW, and BRK-B. IJT shares were priced at $152.27 on January 21, 2026, with a 1-year total return of 8.2%. The ETF seeks to track the S&P Small-Cap 600 Growth Index, focusing on small-cap U.S. growth equities. Lee Financial’s move into IJT suggests they see potential in this fund, now among their top 15 holdings.
Read more at Yahoo Finance: Is This Small-Cap Growth ETF a Buy After Lee Financial Scooped Up Shares Worth Nearly $8 Million?
