AWE
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Avidian Wealth Enterprises’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Avidian Wealth Enterprises’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 		$706K Buy
3,953
+245
+7% +$39.7K 0.02% 397
2026
Q1 		$537K Sell
3,708
-18
-0.5% -$2.67K 0.02% 420
2025
Q4 		$526K Sell
3,726
-179
-5% -$25.3K 0.02% 361
2025
Q3 		$553K Buy
3,905
+3
+0.1% +$414 0.02% 346
2025
Q2 		$519K Sell
3,902
-263
-6% -$33K 0.02% 326
2025
Q1 		$519K Buy
4,165
+4
+0.1% +$535 0.02% 302
2024
Q4 		$563K Sell
4,161
-66
-2% -$9.34K 0.03% 278
2024
Q3 		$590K Buy
4,227
+9
+0.2% +$1.21K 0.03% 272
2024
Q2 		$542K Buy
4,218
+4
+0.1% +$512 0.02% 277
2024
Q1 		$551K Buy
4,214
+8
+0.2% +$998 0.03% 251
2023
Q4 		$526K Sell
4,206
-31
-0.7% -$3.48K 0.03% 255
2023
Q3 		$465K Buy
4,237
+33
+0.8% +$3.81K 0.03% 270
2023
Q2 		$483K Buy
4,204
+1,689
+67% +$184K 0.03% 272
2023
Q1 		$277K Buy
2,515
+543
+28% +$61.2K 0.02% 399
2022
Q4 		$213K Buy
+1,972
New +$217K 0.01% 421
2022
Q2 		– Sell
-1,661
Closed -$208K – 474
2022
Q1 		$208K Sell
1,661
-11,114
-87% -$1.4M 0.01% 459
2021
Q4 		$1.77M Buy
12,775
+11,234
+729% +$1.53M 0.11% 125
2021
Q3 		$200K Sell
1,541
-335
-18% -$44.2K 0.02% 358
2021
Q2 		$249K Hold
1,876
– – 0.02% 335
2021
Q1 		$241K Sell
1,876
-1,002
-35% -$127K 0.02% 316
2020
Q4 		$329K Buy
2,878
+386
+15% +$39.3K 0.03% 244
2020
Q3 		$220K Buy
+2,492
New +$223K 0.02% 259

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

Avidian Wealth Enterprises's IJT Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6.6% in Q2 2026, buying an estimated $39.7K and bringing the position to 3,953 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #397.

Avidian Wealth Enterprises first reported a position in IJT in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.77M in Q4 2021. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Avidian Wealth Enterprises held 3,953 shares of iShares S&P Small-Cap 600 Growth ETF worth $706K as of Q2 2026.
  • Avidian Wealth Enterprises bought 245 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $39.7K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #397 holding.
  • Avidian Wealth Enterprises first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and has held it in 22 quarters since.
  • Avidian Wealth Enterprises's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.77M in Q4 2021.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.