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Beacon Pointe Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Beacon Pointe 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 		$4.61M Sell
25,824
-3,474
-12% -$563K 0.02% 529
2026
Q1 		$4.24M Sell
29,298
-3,072
-9% -$456K 0.02% 513
2025
Q4 		$4.57M Buy
32,370
+26,086
+415% +$3.69M 0.03% 408
2025
Q3 		$889K Buy
6,284
+240
+4% +$33.1K 0.01% 799
2025
Q2 		$804K Sell
6,044
-23
-0.4% -$2.88K 0.01% 736
2025
Q1 		$755K Hold
6,067
– – 0.01% 710
2024
Q4 		$821K Buy
6,067
+1
+0% +$141 0.01% 693
2024
Q3 		$846K Hold
6,066
– – 0.01% 678
2024
Q2 		$779K Buy
6,066
+52
+0.9% +$6.65K 0.01% 710
2024
Q1 		$786K Hold
6,014
– – 0.01% 759
2023
Q4 		$753K Sell
6,014
-859
-12% -$96.4K 0.01% 760
2023
Q3 		$754K Buy
6,873
+861
+14% +$99.3K 0.01% 719
2023
Q2 		$691K Sell
6,012
-321
-5% -$35.1K 0.01% 623
2023
Q1 		$696K Buy
6,333
+271
+4% +$30.6K 0.01% 651
2022
Q4 		$655K Sell
6,062
-525
-8% -$57.7K 0.01% 610
2022
Q3 		$671K Sell
6,587
-78
-1% -$8.76K 0.02% 560
2022
Q2 		$702K Sell
6,665
-3,939
-37% -$447K 0.01% 559
2022
Q1 		$1.33M Buy
10,604
+7,879
+289% +$993K 0.02% 544
2021
Q4 		$378K Sell
2,725
-25
-0.9% -$3.4K 0.01% 647
2021
Q3 		$358K Sell
2,750
-701
-20% -$92.4K 0.01% 643
2021
Q2 		$458K Buy
3,451
+1,122
+48% +$146K 0.02% 506
2021
Q1 		$301K Buy
2,329
+145
+7% +$18.4K 0.02% 386
2020
Q4 		$248K Buy
+2,184
New +$223K 0.02% 417

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

Beacon Pointe Advisors's IJT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 12% in Q2 2026, selling an estimated $563K and leaving 25,824 shares worth $4.61M. The position accounts for 0.02% of the portfolio, ranked #529.

Beacon Pointe Advisors first reported a position in IJT in Q4 2020 and has held it in 23 quarters since. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Beacon Pointe Advisors held 25,824 shares of iShares S&P Small-Cap 600 Growth ETF worth $4.61M as of Q2 2026.
  • Beacon Pointe Advisors sold 3,474 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $563K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #529 holding.
  • Beacon Pointe Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.