Chokshi & Queen Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Chokshi & Queen Wealth Advisors’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	$381K	Sell	2,136 -32	-1%	-$5.19K	0.18%	43
2026 Q1	$314K	Sell	2,168 -187	-8%	-$27.7K	0.17%	45
2025 Q4	$332K	Sell	2,355 -498	-17%	-$70.5K	0.17%	40
2025 Q3	$404K	Buy	2,853 +290	+11%	+$40K	0.21%	39
2025 Q2	$341K	Buy	2,563 +277	+12%	+$34.7K	0.2%	39
2025 Q1	$285K	Buy	2,286 +24	+1%	+$3.21K	0.17%	43
2024 Q4	$306K	Buy	+2,262	New	+$320K	0.19%	39

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

Chokshi & Queen Wealth Advisors's IJT Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.5% in Q2 2026, selling an estimated $5.19K and leaving 2,136 shares worth $381K. The position accounts for 0.18% of the portfolio, ranked #43.

Chokshi & Queen Wealth Advisors first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q3 2025. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Chokshi & Queen Wealth Advisors held 2,136 shares of iShares S&P Small-Cap 600 Growth ETF worth $381K as of Q2 2026.
Chokshi & Queen Wealth Advisors sold 32 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $5.19K.
iShares S&P Small-Cap 600 Growth ETF made up 0.18% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Chokshi & Queen Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Chokshi & Queen Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $404K in Q3 2025.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.