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

Balboa 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 		$283K Sell
1,584
-75
-5% -$12.2K 0.04% 353
2026
Q1 		$240K Hold
1,659
– – 0.04% 361
2025
Q4 		$234K Hold
1,659
– – 0.04% 342
2025
Q3 		$235K Buy
+1,659
New +$229K 0.04% 324

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Balboa Wealth Partners reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 4.5% in Q2 2026, selling an estimated $12.2K and leaving 1,584 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #353.

Balboa Wealth Partners first reported a position in IJT in Q3 2025 and has held it in 4 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Balboa Wealth Partners held 1,584 shares of iShares S&P Small-Cap 600 Growth ETF worth $283K as of Q2 2026.
  • Balboa Wealth Partners sold 75 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $12.2K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #353 holding.
  • Balboa Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.