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

Burling Wealth Partners’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	$292K	Hold	1,636	–	–	0.04%	163
2026 Q1	$237K	Hold	1,636	–	–	0.04%	168
2025 Q4	$231K	Hold	1,636	–	–	0.04%	176
2025 Q3	$231K	Hold	1,636	–	–	0.04%	168
2025 Q2	$218K	Hold	1,636	–	–	0.04%	171
2025 Q1	$204K	Buy	1,636 +116	+8%	+$15.5K	0.04%	163
2024 Q4	$206K	Buy	+1,520	New	+$215K	0.04%	162

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

Burling Wealth Partners's IJT Position: Q2 2026 in Review

Burling Wealth Partners held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,636 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #163.

Burling Wealth Partners first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Burling Wealth Partners held 1,636 shares of iShares S&P Small-Cap 600 Growth ETF worth $292K as of Q2 2026.
Burling Wealth Partners left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Burling Wealth Partners's portfolio in Q2 2026, its #163 holding.
Burling Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.