ABWM
IJT icon

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

Alpine Bank 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 		$223K Buy
+1,250
New +$203K 0.03% 163
2025
Q4 		– Sell
-1,250
Closed -$177K – 276
2025
Q3 		$177K Sell
1,250
-172
-12% -$23.7K 0.02% 164
2025
Q2 		$189K Sell
1,422
-200
-12% -$25.1K 0.03% 150
2025
Q1 		$202K Buy
+1,622
New +$217K 0.03% 139
2024
Q3 		$226K Buy
+1,622
New +$219K 0.04% 143

Other funds holding IJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Alpine Bank Wealth Management's IJT Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,250 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in IJT as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in IJT in Q3 2024 and has held it in 5 quarters since. The position peaked at $226K in Q3 2024. 542 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Alpine Bank Wealth Management held 1,250 shares of iShares S&P Small-Cap 600 Growth ETF worth $223K as of Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new Alpine Bank Wealth Management position in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Alpine Bank Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 5 quarters since.
  • Alpine Bank Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $226K in Q3 2024.
  • 542 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.