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

Accretive Wealth Partners’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 		$7.43M Buy
41,610
+3,454
+9% +$560K 1.81% 13
2026
Q1 		$5.52M Buy
38,156
+879
+2% +$130K 1.55% 13
2025
Q4 		$5.26M Sell
37,277
-527
-1% -$74.6K 1.56% 13
2025
Q3 		$5.35M Buy
37,804
+733
+2% +$101K 1.63% 13
2025
Q2 		$4.93M Buy
37,071
+1,223
+3% +$153K 1.62% 13
2025
Q1 		$4.44M Buy
35,848
+3,954
+12% +$529K 1.57% 13
2024
Q4 		$4.32M Buy
31,894
+31
+0.1% +$4.39K 1.83% 12
2024
Q3 		$4.44M Sell
31,863
-2,004
-6% -$270K 1.86% 11
2024
Q2 		$4.35M Buy
33,867
+249
+0.7% +$31.8K 1.82% 11
2024
Q1 		$4.3M Sell
33,618
-72
-0.2% -$8.98K 1.9% 11
2023
Q4 		$4.22M Sell
33,690
-460
-1% -$51.6K 2.03% 11
2023
Q3 		$3.75M Buy
34,150
+356
+1% +$41.1K 2.23% 11
2023
Q2 		$3.88M Buy
33,794
+690
+2% +$75.4K 2.3% 10
2023
Q1 		$3.64M Buy
33,104
+1,054
+3% +$119K 2.33% 11
2022
Q4 		$3.46M Sell
32,050
-158
-0.5% -$17.4K 2.38% 11
2022
Q3 		$3.27M Buy
32,208
+56
+0.2% +$6.29K 2.49% 10
2022
Q2 		$3.39M Buy
32,152
+584
+2% +$66.2K 2.46% 11
2022
Q1 		$3.95M Buy
31,568
+737
+2% +$92.9K 2.48% 9
2021
Q4 		$4.28M Buy
30,831
+1,202
+4% +$164K 2.72% 8
2021
Q3 		$3.85M Buy
29,629
+1,157
+4% +$153K 2.72% 7
2021
Q2 		$3.78M Buy
28,472
+4,204
+17% +$547K 2.72% 8
2021
Q1 		$3.11M Buy
24,268
+1,083
+5% +$138K 2.8% 8
2020
Q4 		$2.65M Buy
+23,185
New +$2.36M 2.62% 8

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

Accretive Wealth Partners's IJT Position: Q2 2026 in Review

Accretive Wealth Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 9.1% in Q2 2026, buying an estimated $560K and bringing the position to 41,610 shares worth $7.43M. The position accounts for 1.81% of the portfolio, ranked #13.

Accretive Wealth Partners first reported a position in IJT in Q4 2020 and has held it in 23 quarters since. 819 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Accretive Wealth Partners held 41,610 shares of iShares S&P Small-Cap 600 Growth ETF worth $7.43M as of Q2 2026.
  • Accretive Wealth Partners bought 3,454 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $560K.
  • iShares S&P Small-Cap 600 Growth ETF made up 1.81% of Accretive Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Accretive Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 819 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.