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

Alvarez & Marsal Private 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	$2.8M	Buy	15,679 +581	+4%	+$94.2K	0.37%	24
2026 Q1	$2.18M	Hold	15,098	–	–	0.31%	27
2025 Q4	$2.13M	Buy	+15,098	New	+$2.14M	0.41%	22

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

Alvarez & Marsal Private Wealth Partners's IJT Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.8% in Q2 2026, buying an estimated $94.2K and bringing the position to 15,679 shares worth $2.8M. The position accounts for 0.37% of the portfolio, ranked #24.

Alvarez & Marsal Private Wealth Partners first reported a position in IJT in Q4 2025 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Alvarez & Marsal Private Wealth Partners held 15,679 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.8M as of Q2 2026.
Alvarez & Marsal Private Wealth Partners bought 581 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $94.2K.
iShares S&P Small-Cap 600 Growth ETF made up 0.37% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #24 holding.
Alvarez & Marsal Private Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.