Abound Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Abound Wealth 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 Q2	$1.63K	Hold	9	–	–	﹤0.01%	768
2026 Q1	$1.32K	Sell	9 -25	-74%	-$3.71K	﹤0.01%	962
2025 Q4	$4.82K	Sell	34 -20	-37%	-$2.83K	﹤0.01%	681
2025 Q3	$7.65K	Buy	54 +45	+500%	+$6.21K	﹤0.01%	549
2025 Q2	$1.21K	Hold	9	–	–	﹤0.01%	788
2025 Q1	$1.13K	Hold	9	–	–	﹤0.01%	751
2024 Q4	$1.22K	Hold	9	–	–	﹤0.01%	716
2024 Q3	$1.26K	Hold	9	–	–	﹤0.01%	757
2024 Q2	$1.16K	Sell	9 -61	-87%	-$7.8K	﹤0.01%	707
2024 Q1	$9.15K	Hold	70	–	–	﹤0.01%	391
2023 Q4	$8.76K	Hold	70	–	–	﹤0.01%	396
2023 Q3	$7.68K	Buy	70 +9	+15%	+$1.04K	﹤0.01%	382
2023 Q2	$7.01K	Hold	61	–	–	﹤0.01%	408
2023 Q1	$6.71K	Hold	61	–	–	﹤0.01%	344
2022 Q4	$6.59K	Hold	61	–	–	﹤0.01%	312
2022 Q3	$6.2K	Buy	61 +19	+45%	+$2.13K	﹤0.01%	337
2022 Q2	$4.42K	Hold	42	–	–	﹤0.01%	100
2022 Q1	$5.25K	Hold	42	–	–	﹤0.01%	99
2021 Q4	$5.83K	Buy	+42	New	+$5.72K	﹤0.01%	96

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Wealth Management's IJT Position: Q2 2026 in Review

Abound Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 9 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Abound Wealth Management first reported a position in IJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.15K in Q1 2024. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Abound Wealth Management held 9 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.63K as of Q2 2026.
Abound Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #768 holding.
Abound Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Abound Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $9.15K in Q1 2024.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.