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

Bullock 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 Q2	$83.5K	Buy	471 +1	+0.2%	+$162	0.04%	233
2026 Q1	$68.7K	Hold	470	–	–	0.03%	248
2025 Q4	$66.3K	Buy	470 +2	+0.4%	+$283	0.03%	233
2025 Q3	$66.3K	Buy	468 +1	+0.2%	+$138	0.03%	239
2025 Q2	$62.5K	Buy	467 +1	+0.2%	+$125	0.03%	226
2025 Q1	$58.1K	Buy	466 +1	+0.2%	+$134	0.03%	232
2024 Q4	$63K	Buy	465 +1	+0.2%	+$141	0.04%	228
2024 Q3	$64K	Buy	464 +2	+0.4%	+$270	0.04%	218
2024 Q2	$59K	Buy	462 +1	+0.2%	+$128	0.04%	222
2024 Q1	$59.8K	Buy	+461	New	+$57.5K	0.04%	231

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

Bullock Wealth Management's IJT Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.21% in Q2 2026, buying an estimated $162 and bringing the position to 471 shares worth $83.5K. The position accounts for 0.04% of the portfolio, ranked #233.

Bullock Wealth Management first reported a position in IJT in Q1 2024 and has held it in 10 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Bullock Wealth Management held 471 shares of iShares S&P Small-Cap 600 Growth ETF worth $83.5K as of Q2 2026.
Bullock Wealth Management bought 1 iShares S&P Small-Cap 600 Growth ETF share in Q2 2026, an estimated $162.
iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Bullock Wealth Management's portfolio in Q2 2026, its #233 holding.
Bullock Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 10 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.