Allium Financial Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Allium Financial Advisors’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	$570K	Hold	3,189	–	–	0.37%	37
2026 Q1	$461K	Hold	3,189	–	–	0.37%	40
2025 Q4	$450K	Hold	3,189	–	–	0.36%	40
2025 Q3	$451K	Sell	3,189 -315	-9%	-$43.5K	0.37%	42
2025 Q2	$466K	Hold	3,504	–	–	0.41%	39
2025 Q1	$436K	Buy	+3,504	New	+$469K	0.4%	42

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

Allium Financial Advisors's IJT Position: Q2 2026 in Review

Allium Financial Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 3,189 shares worth $570K. The position accounts for 0.37% of the portfolio, ranked #37.

Allium Financial Advisors first reported a position in IJT in Q1 2025 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Allium Financial Advisors held 3,189 shares of iShares S&P Small-Cap 600 Growth ETF worth $570K as of Q2 2026.
Allium Financial Advisors 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 0.37% of Allium Financial Advisors's portfolio in Q2 2026, its #37 holding.
Allium Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2025 and has held it in 6 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.