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

Buck Wealth Strategies’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 		$104K Buy
+580
New +$94K 0.01% 248
2023
Q4 		– Sell
-46
Closed -$5.04K – 196
2023
Q3 		$5.04K Buy
+46
New +$5.31K ﹤0.01% 238

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

Buck Wealth Strategies's IJT Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 580 shares worth $104K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in IJT as recently as Q3 2023.

Buck Wealth Strategies first reported a position in IJT in Q3 2023 and has held it in 2 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Buck Wealth Strategies held 580 shares of iShares S&P Small-Cap 600 Growth ETF worth $104K as of Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #248 holding.
  • Buck Wealth Strategies first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2023 and has held it in 2 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.