BKM Wealth Management
IJT icon

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

BKM Wealth 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
Q3 		$3.86M Buy
24,090
+2,510
+12% +$430K 1.25% 22
2026
Q2 		$3.85M Sell
21,580
-1,664
-7% -$270K 1.37% 19
2026
Q1 		$3.36M Buy
23,244
+517
+2% +$76.7K 1.23% 21
2025
Q4 		$3.21M Buy
22,727
+197
+0.9% +$27.9K 1.17% 24
2025
Q3 		$3.19M Sell
22,530
-172
-0.8% -$23.7K 1.18% 21
2025
Q2 		$3.02M Sell
22,702
-66
-0.3% -$8.27K 1.18% 20
2025
Q1 		$2.83M Sell
22,768
-338
-1% -$45.2K 1.17% 20
2024
Q4 		$3.13M Sell
23,106
-237
-1% -$33.5K 1.28% 18
2024
Q3 		$3.26M Sell
23,343
-166
-0.7% -$22.4K 1.32% 17
2024
Q2 		$3.02M Buy
23,509
+651
+3% +$83.3K 1.45% 15
2024
Q1 		$2.99M Buy
22,858
+48
+0.2% +$5.99K 1.29% 16
2023
Q4 		$2.85M Buy
+22,810
New +$2.56M 1.22% 16

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BKM Wealth Management's IJT Position: Q3 2026 in Review

BKM Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 12% in Q3 2026, buying an estimated $430K and bringing the position to 24,090 shares worth $3.86M. The position accounts for 1.25% of the portfolio, ranked #22.

BKM Wealth Management first reported a position in IJT in Q4 2023 and has held it in 12 quarters since. 741 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • BKM Wealth Management held 24,090 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.86M as of Q3 2026.
  • BKM Wealth Management bought 2,510 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $430K.
  • iShares S&P Small-Cap 600 Growth ETF made up 1.25% of BKM Wealth Management's portfolio in Q3 2026, its #22 holding.
  • BKM Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 741 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.