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

AE 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 		$250K Buy
1,398
+73
+6% +$11.8K ﹤0.01% 1591
2026
Q1 		$192K Sell
1,325
-114
-8% -$16.9K ﹤0.01% 1615
2025
Q4 		$203K Sell
1,439
-68
-5% -$9.63K ﹤0.01% 1518
2025
Q3 		$213K Buy
1,507
+477
+46% +$65.8K ﹤0.01% 1363
2025
Q2 		$137K Sell
1,030
-166
-14% -$20.8K ﹤0.01% 1399
2025
Q1 		$149K Sell
1,196
-919
-43% -$123K ﹤0.01% 1350
2024
Q4 		$286K Buy
+2,115
New +$299K ﹤0.01% 1123
2024
Q1 		– Sell
-4,379
Closed -$541K – 1560
2023
Q4 		$541K Sell
4,379
-621
-12% -$69.7K ﹤0.01% 1389
2023
Q3 		$548K Buy
5,000
+521
+12% +$60.1K ﹤0.01% 1330
2023
Q2 		$515K Sell
4,479
-764
-15% -$83.4K ﹤0.01% 1379
2023
Q1 		$576K Buy
5,243
+1,374
+36% +$155K ﹤0.01% 1276
2022
Q4 		$418K Sell
3,869
-97
-2% -$10.7K ﹤0.01% 1376
2022
Q3 		$403K Sell
3,966
-4,195
-51% -$471K ﹤0.01% 1362
2022
Q2 		$859K Sell
8,161
-16,526
-67% -$1.87M 0.01% 947
2022
Q1 		$3.09M Buy
24,687
+21,442
+661% +$2.7M 0.02% 582
2021
Q4 		$450K Sell
3,245
-23,186
-88% -$3.16M ﹤0.01% 1284
2021
Q3 		$3.44M Sell
26,431
-44,776
-63% -$5.9M 0.03% 476
2021
Q2 		$9.44M Sell
71,207
-3,632
-5% -$473K 0.08% 229
2021
Q1 		$9.6M Buy
74,839
+71,123
+1,914% +$9.04M 0.1% 211
2020
Q4 		$424K Buy
3,716
+418
+13% +$42.6K ﹤0.01% 1013
2020
Q3 		$291K Sell
3,298
-1,894
-36% -$169K ﹤0.01% 1052
2020
Q2 		$441K Buy
+5,192
New +$405K 0.01% 917
2020
Q1 		– Sell
-15,400
Closed -$1.49M – 1194
2019
Q4 		$1.49M Buy
15,400
+6,924
+82% +$639K 0.03% 431
2019
Q3 		$756K Sell
8,476
-2,158
-20% -$195K 0.02% 509
2019
Q2 		$970K Buy
+10,634
New +$956K 0.03% 416
2019
Q1 		– Sell
-3,842
Closed -$310K – 655
2018
Q4 		$310K Sell
3,842
-3,374
-47% -$301K 0.05% 340
2018
Q3 		$728K Buy
7,216
+3,380
+88% +$340K 0.04% 267
2018
Q2 		$362K Buy
3,836
+1,186
+45% +$109K 0.02% 305
2018
Q1 		$230K Sell
2,650
-138
-5% -$12K 0.02% 376
2017
Q4 		$237K Buy
+2,788
New +$233K 0.02% 367

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

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

AE Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5.5% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,398 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

AE Wealth Management first reported a position in IJT in Q4 2017 and has held it in 30 quarters since. The position peaked at $9.6M in Q1 2021. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • AE Wealth Management held 1,398 shares of iShares S&P Small-Cap 600 Growth ETF worth $250K as of Q2 2026.
  • AE Wealth Management bought 73 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $11.8K.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1591 holding.
  • AE Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 30 quarters since.
  • AE Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $9.6M in Q1 2021.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.