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Baltimore-Washington Financial Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Baltimore-Washington Financial Advisors’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 		$7.08M Sell
39,658
-300
-0.8% -$48.6K 0.26% 71
2026
Q1 		$5.78M Sell
39,958
-1,131
-3% -$168K 0.25% 69
2025
Q4 		$5.8M Sell
41,089
-2,462
-6% -$348K 0.24% 74
2025
Q3 		$6.16M Sell
43,551
-1,155
-3% -$159K 0.26% 76
2025
Q2 		$5.95M Sell
44,706
-68,553
-61% -$8.59M 0.28% 78
2025
Q1 		$14.1M Sell
113,259
-86
-0.1% -$11.5K 0.75% 46
2024
Q4 		$15.3M Buy
113,345
+3,438
+3% +$486K 0.79% 46
2024
Q3 		$15.3M Buy
109,907
+936
+0.9% +$126K 0.83% 43
2024
Q2 		$14M Sell
108,971
-1,724
-2% -$221K 0.81% 44
2024
Q1 		$14.5M Sell
110,695
-893
-0.8% -$111K 0.9% 42
2023
Q4 		$14M Sell
111,588
-2,197
-2% -$246K 0.97% 38
2023
Q3 		$12.5M Buy
113,785
+768
+0.7% +$88.6K 1.01% 38
2023
Q2 		$13M Buy
113,017
+5,229
+5% +$571K 1.03% 37
2023
Q1 		$11.9M Sell
107,788
-1,956
-2% -$221K 1.04% 35
2022
Q4 		$11.9M Buy
109,744
+644
+0.6% +$70.8K 1.16% 31
2022
Q3 		$11.5M Buy
109,100
+2,482
+2% +$279K 0.97% 33
2022
Q2 		$11.2M Buy
106,618
+5,106
+5% +$579K 1.2% 29
2022
Q1 		$13.1M Sell
101,512
-3,924
-4% -$495K 1.28% 30
2021
Q4 		$14.6M Buy
105,436
+36
+0% +$4.9K 1.18% 33
2021
Q3 		$13.7M Sell
105,400
-587
-0.6% -$77.4K 1.21% 34
2021
Q2 		$14.1M Buy
105,987
+3,740
+4% +$487K 1.31% 31
2021
Q1 		$13.1M Buy
102,247
+2,803
+3% +$356K 1.34% 30
2020
Q4 		$11.4M Sell
99,444
-1,844
-2% -$188K 1.24% 35
2020
Q3 		$8.94M Sell
101,288
-4,642
-4% -$415K 1.16% 37
2020
Q2 		$8.99M Buy
105,930
+708
+0.7% +$55.2K 1.24% 37
2020
Q1 		$7.25M Buy
105,222
+2,170
+2% +$192K 1.31% 33
2019
Q4 		$9.96M Buy
103,052
+1,682
+2% +$155K 1.46% 30
2019
Q3 		$9.04M Sell
101,370
-1,474
-1% -$133K 1.49% 27
2019
Q2 		$9.38M Sell
102,844
-4,020
-4% -$361K 1.58% 26
2019
Q1 		$9.54M Buy
106,864
+664
+0.6% +$58.7K 1.67% 20
2018
Q4 		$8.57M Buy
106,200
+1,162
+1% +$104K 1.77% 19
2018
Q3 		$10.6M Buy
105,038
+13,636
+15% +$1.37M 1.92% 16
2018
Q2 		$8.63M Buy
91,402
+7,782
+9% +$714K 1.71% 25
2018
Q1 		$7.27M Buy
83,620
+1,274
+2% +$111K 1.59% 28
2017
Q4 		$7M Sell
82,346
-2,828
-3% -$237K 1.47% 34
2017
Q3 		$7M Buy
85,174
+572
+0.7% +$44.6K 1.59% 30
2017
Q2 		$6.6M Buy
84,602
+1,308
+2% +$101K 1.59% 30
2017
Q1 		$6.38M Buy
83,294
+2,310
+3% +$175K 1.62% 29
2016
Q4 		$6.07M Buy
80,984
+10,056
+14% +$709K 1.66% 28
2016
Q3 		$4.86M Buy
70,928
+10,832
+18% +$731K 1.38% 37
2016
Q2 		$3.86M Buy
60,096
+14,670
+32% +$922K 1.15% 43
2016
Q1 		$2.82M Buy
+45,426
New +$2.65M 0.86% 54

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

Baltimore-Washington Financial Advisors's IJT Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.75% in Q2 2026, selling an estimated $48.6K and leaving 39,658 shares worth $7.08M. The position accounts for 0.26% of the portfolio, ranked #71.

Baltimore-Washington Financial Advisors first reported a position in IJT in Q1 2016 and has held it in 42 quarters since. The position peaked at $15.3M in Q4 2024. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 39,658 shares of iShares S&P Small-Cap 600 Growth ETF worth $7.08M as of Q2 2026.
  • Baltimore-Washington Financial Advisors sold 300 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $48.6K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.26% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Baltimore-Washington Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2016 and has held it in 42 quarters since.
  • Baltimore-Washington Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $15.3M in Q4 2024.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.