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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Burling Wealth Partners's IJT Position: Q1 2026 in Review

Burling Wealth Partners held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 1,636 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #168.

Burling Wealth Partners first reported a position in IJT in Q4 2024 and has held it in 6 quarters since. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Burling Wealth Partners held 1,636 shares of iShares S&P Small-Cap 600 Growth ETF worth $237K as of Q1 2026.
  • Burling Wealth Partners left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Burling Wealth Partners's portfolio in Q1 2026, its #168 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 6 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.