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

Atlantic Edge Private 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	$550K	Hold	3,077	–	–	0.11%	99
2026 Q1	$445K	Hold	3,077	–	–	0.11%	99
2025 Q4	$434K	Hold	3,077	–	–	0.11%	97
2025 Q3	$435K	Hold	3,077	–	–	0.11%	96
2025 Q2	$409K	Hold	3,077	–	–	0.11%	97
2025 Q1	$383K	Hold	3,077	–	–	0.12%	97
2024 Q4	$417K	Hold	3,077	–	–	0.13%	95
2024 Q3	$429K	Buy	3,077 +83	+3%	+$11.2K	0.13%	95
2024 Q2	$385K	Hold	2,994	–	–	0.13%	97
2024 Q1	$391K	Hold	2,994	–	–	0.13%	96
2023 Q4	$375K	Buy	+2,994	New	+$336K	0.15%	98

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

Atlantic Edge Private Wealth Management's IJT Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 3,077 shares worth $550K. The position accounts for 0.11% of the portfolio, ranked #99.

Atlantic Edge Private Wealth Management first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Atlantic Edge Private Wealth Management held 3,077 shares of iShares S&P Small-Cap 600 Growth ETF worth $550K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.11% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #99 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.