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

Arkadios 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 		$6.67M Buy
37,336
+1,242
+3% +$201K 0.1% 214
2026
Q1 		$5.22M Buy
36,094
+1,110
+3% +$165K 0.09% 255
2025
Q4 		$4.94M Buy
34,984
+18,733
+115% +$2.65M 0.1% 223
2025
Q3 		$2.3M Buy
16,251
+2,071
+15% +$286K 0.06% 359
2025
Q2 		$1.89M Sell
14,180
-3,947
-22% -$495K 0.06% 364
2025
Q1 		$2.26M Sell
18,127
-675
-4% -$90.3K 0.09% 264
2024
Q4 		$2.55M Sell
18,802
-535
-3% -$75.7K 0.14% 142
2024
Q3 		$2.7M Buy
19,337
+2,924
+18% +$394K 0.15% 137
2024
Q2 		$2.11M Buy
16,413
+120
+0.7% +$15.3K 0.14% 159
2024
Q1 		$2.13M Sell
16,293
-1,245
-7% -$155K 0.17% 138
2023
Q4 		$2.19M Sell
17,538
-3,382
-16% -$379K 0.19% 121
2023
Q3 		$2.29M Buy
20,920
+173
+0.8% +$20K 0.22% 110
2023
Q2 		$2.38M Buy
20,747
+562
+3% +$61.4K 0.28% 89
2023
Q1 		$2.22M Sell
20,185
-285
-1% -$32.1K 0.26% 102
2022
Q4 		$2.21M Buy
20,470
+880
+4% +$96.7K 0.29% 97
2022
Q3 		$1.99M Buy
19,590
+942
+5% +$106K 0.3% 87
2022
Q2 		$1.96M Sell
18,648
-724
-4% -$82.1K 0.29% 88
2022
Q1 		$2.42M Buy
19,372
+1,788
+10% +$225K 0.32% 83
2021
Q4 		$2.44M Buy
17,584
+1,300
+8% +$177K 0.32% 80
2021
Q3 		$2.12M Buy
16,284
+1,614
+11% +$213K 0.31% 89
2021
Q2 		$1.95M Buy
14,670
+1,698
+13% +$221K 0.24% 117
2021
Q1 		$1.66M Buy
12,972
+6,091
+89% +$774K 0.27% 97
2020
Q4 		$785K Buy
6,881
+469
+7% +$47.8K 0.16% 139
2020
Q3 		$608K Sell
6,412
-848
-12% -$75.8K 0.3% 72
2020
Q2 		$614K Sell
7,260
-1,300
-15% -$101K 0.34% 62
2020
Q1 		$590K Buy
8,560
+14
+0.2% +$1.24K 0.38% 64
2019
Q4 		$853K Buy
+8,546
New +$789K 0.51% 47

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.4% in Q2 2026, buying an estimated $201K and bringing the position to 37,336 shares worth $6.67M. The position accounts for 0.1% of the portfolio, ranked #214.

Arkadios Wealth Advisors first reported a position in IJT in Q4 2019 and has held it in 27 quarters since. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Arkadios Wealth Advisors held 37,336 shares of iShares S&P Small-Cap 600 Growth ETF worth $6.67M as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,242 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $201K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.1% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • Arkadios Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.