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

Cassaday & Co 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 		$18.1M Sell
101,162
-1,041
-1% -$169K 0.34% 27
2026
Q1 		$14.8M Buy
102,203
+626
+0.6% +$92.9K 0.32% 26
2025
Q4 		$14.3M Sell
101,577
-1,484
-1% -$210K 0.3% 26
2025
Q3 		$14.6M Sell
103,061
-1,610
-2% -$222K 0.34% 25
2025
Q2 		$13.9M Buy
104,671
+19,705
+23% +$2.47M 0.35% 25
2025
Q1 		$10.6M Buy
84,966
+21,747
+34% +$2.91M 0.3% 27
2024
Q4 		$8.56M Buy
63,219
+2,005
+3% +$284K 0.23% 27
2024
Q3 		$8.54M Sell
61,214
-334
-0.5% -$45K 0.24% 26
2024
Q2 		$7.9M Sell
61,548
-157
-0.3% -$20.1K 0.25% 27
2024
Q1 		$8.07M Sell
61,705
-581
-0.9% -$72.5K 0.26% 28
2023
Q4 		$7.79M Buy
62,286
+34,639
+125% +$3.89M 0.27% 27
2023
Q3 		$3.03M Sell
27,647
-825
-3% -$95.2K 0.13% 40
2023
Q2 		$3.27M Sell
28,472
-1,466
-5% -$160K 0.13% 38
2023
Q1 		$3.29M Sell
29,938
-57,481
-66% -$6.48M 0.14% 37
2022
Q4 		$9.45M Buy
+87,419
New +$9.61M 0.44% 26

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

Cassaday & Co Wealth Management's IJT Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1% in Q2 2026, selling an estimated $169K and leaving 101,162 shares worth $18.1M. The position accounts for 0.34% of the portfolio, ranked #27.

Cassaday & Co Wealth Management first reported a position in IJT in Q4 2022 and has held it in 15 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Cassaday & Co Wealth Management held 101,162 shares of iShares S&P Small-Cap 600 Growth ETF worth $18.1M as of Q2 2026.
  • Cassaday & Co Wealth Management sold 1,041 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $169K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.34% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.