AWE
IJT icon

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
Q3 		$597K Sell
3,725
-228
-6% -$39K 0.02% 438
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Avidian Wealth Enterprises's IJT Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5.8% in Q3 2026, selling an estimated $39K and leaving 3,725 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #438.

Avidian Wealth Enterprises first reported a position in IJT in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.77M in Q4 2021. 56 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Avidian Wealth Enterprises held 3,725 shares of iShares S&P Small-Cap 600 Growth ETF worth $597K as of Q3 2026.
  • Avidian Wealth Enterprises sold 228 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $39K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #438 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 23 quarters since.
  • Avidian Wealth Enterprises's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.77M in Q4 2021.
  • 56 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.