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

Amplius Wealth 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	$369K	Buy	+2,066	New	+$335K	0.03%	151
2025 Q3	–	Sell	-5,083	Closed	-$676K	–	190
2025 Q2	$676K	Sell	5,083 -4,594	-47%	-$576K	0.06%	100
2025 Q1	$1.2M	Buy	9,677 +2,699	+39%	+$361K	0.13%	68
2024 Q4	$945K	Buy	6,978 +2,408	+53%	+$341K	0.1%	75
2024 Q3	$637K	Buy	4,570 +951	+26%	+$128K	0.07%	87
2024 Q2	$465K	Buy	3,619 +1,242	+52%	+$159K	0.05%	102
2024 Q1	$311K	Buy	2,377 +309	+15%	+$38.6K	0.03%	124
2023 Q4	$259K	Sell	2,068 -133	-6%	-$14.9K	0.03%	137
2023 Q3	$241K	Buy	2,201 +34	+2%	+$3.92K	0.03%	135
2023 Q2	$249K	Hold	2,167	–	–	0.03%	139
2023 Q1	$238K	Sell	2,167 -34	-2%	-$3.83K	0.03%	142
2022 Q4	$238K	Buy	+2,201	New	+$242K	0.04%	139

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

Amplius Wealth Advisors's IJT Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 2,066 shares worth $369K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in IJT as recently as Q2 2025.

Amplius Wealth Advisors first reported a position in IJT in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.2M in Q1 2025. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Amplius Wealth Advisors held 2,066 shares of iShares S&P Small-Cap 600 Growth ETF worth $369K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Amplius Wealth Advisors position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Amplius Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 12 quarters since.
Amplius Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.2M in Q1 2025.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.