Badgley Phelps Wealth Managers’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Badgley Phelps Wealth Managers’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	$218K	Buy	+1,222	New	+$198K	﹤0.01%	322
2023 Q1	–	Sell	-2,216	Closed	-$240K	–	214
2022 Q4	$240K	Buy	+2,216	New	+$244K	0.01%	194
2022 Q2	–	Sell	-8,776	Closed	-$1.1M	–	214
2022 Q1	$1.1M	Sell	8,776 -758	-8%	-$95.6K	0.04%	129
2021 Q4	$1.32M	Hold	9,534	–	–	0.04%	126
2021 Q3	$1.24M	Buy	+9,534	New	+$1.26M	0.05%	129

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

Badgley Phelps Wealth Managers's IJT Position: Q2 2026 in Review

Badgley Phelps Wealth Managers opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,222 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Badgley Phelps Wealth Managers previously reported a position in IJT as recently as Q4 2022.

Badgley Phelps Wealth Managers first reported a position in IJT in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.32M in Q4 2021. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Badgley Phelps Wealth Managers held 1,222 shares of iShares S&P Small-Cap 600 Growth ETF worth $218K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Badgley Phelps Wealth Managers position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #322 holding.
Badgley Phelps Wealth Managers first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and has held it in 5 quarters since.
Badgley Phelps Wealth Managers's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.32M in Q4 2021.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.