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

Bestgate Wealth 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 Q1	$381K	Sell	2,635 -200	-7%	-$29.7K	0.69%	30
2025 Q4	$400K	Sell	2,835 -680	-19%	-$96.2K	0.7%	31
2025 Q3	$497K	Sell	3,515 -113	-3%	-$15.6K	0.88%	28
2025 Q2	$452K	Hold	3,628	–	–	0.94%	25
2025 Q1	$452K	Sell	3,628 -92	-2%	-$12.3K	0.94%	25
2024 Q4	$504K	Buy	+3,720	New	+$526K	1.01%	24

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bestgate Wealth Advisors's IJT Position: Q1 2026 in Review

Bestgate Wealth Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 7.1% in Q1 2026, selling an estimated $29.7K and leaving 2,635 shares worth $381K. The position accounts for 0.69% of the portfolio, ranked #30.

Bestgate Wealth Advisors first reported a position in IJT in Q4 2024 and has held it in 6 quarters since. The position peaked at $504K in Q4 2024. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Bestgate Wealth Advisors held 2,635 shares of iShares S&P Small-Cap 600 Growth ETF worth $381K as of Q1 2026.
Bestgate Wealth Advisors sold 200 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $29.7K.
iShares S&P Small-Cap 600 Growth ETF made up 0.69% of Bestgate Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Bestgate Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Bestgate Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $504K in Q4 2024.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.