Belpointe Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Belpointe Asset Management’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	$5.1M	Sell	28,544 -4,412	-13%	-$715K	0.17%	111
2026 Q1	$4.77M	Sell	32,956 -7,995	-20%	-$1.19M	0.17%	102
2025 Q4	$5.78M	Sell	40,951 -45,947	-53%	-$6.5M	0.21%	79
2025 Q3	$12.3M	Buy	86,898 +15,694	+22%	+$2.17M	0.47%	43
2025 Q2	$9.47M	Buy	+71,204	New	+$8.92M	0.39%	47
2023 Q2	–	Sell	-1,528	Closed	-$168K	–	1887
2023 Q1	$168K	Buy	1,528 +22	+1%	+$2.48K	0.01%	1020
2022 Q4	$163K	Sell	1,506 -200	-12%	-$22K	0.01%	982
2022 Q3	$173K	Buy	1,706 +16	+0.9%	+$1.8K	0.01%	897
2022 Q2	$178K	Buy	1,690 +2	+0.1%	+$227	0.01%	870
2022 Q1	$211K	Buy	1,688 +194	+13%	+$24.5K	0.01%	879
2021 Q4	$207K	Sell	1,494 -10,496	-88%	-$1.43M	0.01%	876
2021 Q3	$1.56M	Buy	11,990 +9,843	+458%	+$1.3M	0.11%	198
2021 Q2	$285K	Sell	2,147 -2,296	-52%	-$299K	0.02%	690
2021 Q1	$570K	Buy	4,443 +1,353	+44%	+$172K	0.05%	394
2020 Q4	$353K	Buy	3,090 +1,524	+97%	+$155K	0.03%	507
2020 Q3	$138K	Sell	1,566 -474	-23%	-$42.4K	0.02%	669
2020 Q2	$173K	Buy	2,040 +400	+24%	+$31.2K	0.02%	565
2020 Q1	$113K	Sell	1,640 -16	-1%	-$1.41K	0.02%	579
2019 Q4	$160K	Sell	1,656 -392	-19%	-$36.2K	0.02%	613
2019 Q3	$183K	Sell	2,048 -650	-24%	-$58.7K	0.03%	493
2019 Q2	$246K	Buy	+2,698	New	+$243K	0.05%	367
2019 Q1	–	Sell	-9,678	Closed	-$781K	–	494
2018 Q4	$781K	Buy	9,678 +426	+5%	+$37.9K	0.2%	109
2018 Q3	$933K	Buy	+9,252	New	+$930K	0.15%	139

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

Belpointe Asset Management's IJT Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 13% in Q2 2026, selling an estimated $715K and leaving 28,544 shares worth $5.1M. The position accounts for 0.17% of the portfolio, ranked #111.

Belpointe Asset Management first reported a position in IJT in Q3 2018 and has held it in 23 quarters since. The position peaked at $12.3M in Q3 2025. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Belpointe Asset Management held 28,544 shares of iShares S&P Small-Cap 600 Growth ETF worth $5.1M as of Q2 2026.
Belpointe Asset Management sold 4,412 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $715K.
iShares S&P Small-Cap 600 Growth ETF made up 0.17% of Belpointe Asset Management's portfolio in Q2 2026, its #111 holding.
Belpointe Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and has held it in 23 quarters since.
Belpointe Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $12.3M in Q3 2025.
818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.