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

Axim Planning & Wealth’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	$226K	Buy	+1,263	New	+$205K	0.32%	76

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

Axim Planning & Wealth's IJT Position: Q2 2026 in Review

Axim Planning & Wealth opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,263 shares worth $226K. The stake represents 0.32% of the portfolio and ranks #76 among its holdings.

817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Axim Planning & Wealth held 1,263 shares of iShares S&P Small-Cap 600 Growth ETF worth $226K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Axim Planning & Wealth position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.32% of Axim Planning & Wealth's portfolio in Q2 2026, its #76 holding.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.