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

Axis Wealth Partners’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	$809K	Buy	4,528 +39	+0.9%	+$6.32K	0.39%	67
2026 Q1	$650K	Buy	4,489 +2	+0%	+$297	0.35%	78
2025 Q4	$633K	Buy	4,487 +999	+29%	+$141K	0.35%	74
2025 Q3	$494K	Buy	3,488 +829	+31%	+$114K	0.29%	99
2025 Q2	$354K	Buy	+2,659	New	+$333K	0.23%	106

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

Axis Wealth Partners's IJT Position: Q2 2026 in Review

Axis Wealth Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.87% in Q2 2026, buying an estimated $6.32K and bringing the position to 4,528 shares worth $809K. The position accounts for 0.39% of the portfolio, ranked #67.

Axis Wealth Partners first reported a position in IJT in Q2 2025 and has held it in 5 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Axis Wealth Partners held 4,528 shares of iShares S&P Small-Cap 600 Growth ETF worth $809K as of Q2 2026.
Axis Wealth Partners bought 39 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $6.32K.
iShares S&P Small-Cap 600 Growth ETF made up 0.39% of Axis Wealth Partners's portfolio in Q2 2026, its #67 holding.
Axis Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2025 and has held it in 5 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.