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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Axis Wealth Partners's IJT Position: Q1 2026 in Review

Axis Wealth Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.04% in Q1 2026, buying an estimated $297 and bringing the position to 4,489 shares worth $650K. The position accounts for 0.35% of the portfolio, ranked #78.

Axis Wealth Partners first reported a position in IJT in Q2 2025 and has held it in 4 quarters since. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Axis Wealth Partners held 4,489 shares of iShares S&P Small-Cap 600 Growth ETF worth $650K as of Q1 2026.
  • Axis Wealth Partners bought 2 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $297.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.35% of Axis Wealth Partners's portfolio in Q1 2026, its #78 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 4 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.