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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
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
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

Chokshi & Queen Wealth Advisors's IJT Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 7.9% in Q1 2026, selling an estimated $27.7K and leaving 2,168 shares worth $314K. The position accounts for 0.17% of the portfolio, ranked #45.

Chokshi & Queen Wealth Advisors first reported a position in IJT in Q4 2024 and has held it in 6 quarters since. The position peaked at $404K in Q3 2025. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 2,168 shares of iShares S&P Small-Cap 600 Growth ETF worth $314K as of Q1 2026.
  • Chokshi & Queen Wealth Advisors sold 187 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $27.7K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.17% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #45 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 6 quarters since.
  • Chokshi & Queen Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $404K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.