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

Angeles 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	$113K	Buy	635 +295	+87%	+$47.8K	0.01%	532
2026 Q1	$49.2K	Buy	340 +140	+70%	+$20.8K	﹤0.01%	470
2025 Q4	$28.2K	Hold	200	–	–	﹤0.01%	431
2025 Q3	$28.3K	Hold	200	–	–	﹤0.01%	384
2025 Q2	$26.6K	Buy	+200	New	+$25.1K	﹤0.01%	397
2024 Q1	–	Sell	-2,079	Closed	-$260K	–	303
2023 Q4	$260K	Hold	2,079	–	–	0.03%	164
2023 Q3	$228K	Hold	2,079	–	–	0.03%	151
2023 Q2	$239K	Hold	2,079	–	–	0.03%	161
2023 Q1	$229K	Hold	2,079	–	–	0.03%	164
2022 Q4	$225K	Hold	2,079	–	–	0.04%	157
2022 Q3	$211K	Hold	2,079	–	–	0.04%	155
2022 Q2	$219K	Hold	2,079	–	–	0.04%	154
2022 Q1	$260K	Buy	+2,079	New	+$262K	0.05%	144

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

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

Angeles Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 87% in Q2 2026, buying an estimated $47.8K and bringing the position to 635 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #532.

Angeles Wealth Management first reported a position in IJT in Q1 2022 and has held it in 13 quarters since. The position peaked at $260K in Q4 2023. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Angeles Wealth Management held 635 shares of iShares S&P Small-Cap 600 Growth ETF worth $113K as of Q2 2026.
Angeles Wealth Management bought 295 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $47.8K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #532 holding.
Angeles Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and has held it in 13 quarters since.
Angeles Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $260K in Q4 2023.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.