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

Cahaba 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	$235K	Buy	+1,316	New	+$213K	0.01%	153
2022 Q1	–	Sell	-1,445	Closed	-$201K	–	143
2021 Q4	$201K	Sell	1,445 -356	-20%	-$48.5K	0.03%	141
2021 Q3	$234K	Buy	1,801 +4	+0.2%	+$527	0.03%	123
2021 Q2	$237K	Buy	1,797 +23	+1%	+$2.99K	0.04%	71
2021 Q1	$227K	Sell	1,774 -1,221	-41%	-$155K	0.04%	81
2020 Q4	$376K	Sell	2,995 -813	-21%	-$82.9K	0.06%	66
2020 Q3	$335K	Sell	3,808 -756	-17%	-$67.6K	0.07%	61
2020 Q2	$412K	Sell	4,564 -198	-4%	-$15.4K	0.09%	53
2020 Q1	$328K	Sell	4,762 -2,004	-30%	-$177K	0.08%	55
2019 Q4	$654K	Sell	6,766 -1,048	-13%	-$96.8K	0.14%	47
2019 Q3	$697K	Buy	7,814 +184	+2%	+$16.6K	0.17%	43
2019 Q2	$696K	Buy	7,630 +182	+2%	+$16.4K	0.17%	44
2019 Q1	$664K	Buy	7,448 +26	+0.4%	+$2.3K	0.18%	46
2018 Q4	$598K	Sell	7,422 -420	-5%	-$37.4K	0.18%	48
2018 Q3	$780K	Buy	7,842 +1,774	+29%	+$178K	0.26%	35
2018 Q2	$600K	Buy	+6,068	New	+$557K	0.21%	42

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

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

Cahaba Wealth Management opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,316 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #153 among its holdings. This is a return to the name: Cahaba Wealth Management previously reported a position in IJT as recently as Q4 2021.

Cahaba Wealth Management first reported a position in IJT in Q2 2018 and has held it in 16 quarters since. The position peaked at $780K in Q3 2018. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Cahaba Wealth Management held 1,316 shares of iShares S&P Small-Cap 600 Growth ETF worth $235K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Cahaba Wealth Management position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Cahaba Wealth Management's portfolio in Q2 2026, its #153 holding.
Cahaba Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and has held it in 16 quarters since.
Cahaba Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $780K in Q3 2018.
818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.