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

Claro 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	$951K	Buy	+5,327	New	+$863K	0.1%	172
2025 Q1	–	Sell	-1,515	Closed	-$205K	–	526
2024 Q4	$205K	Buy	1,515 +2	+0.1%	+$283	0.03%	463
2024 Q3	$211K	Buy	+1,513	New	+$204K	0.03%	475
2023 Q1	–	Sell	-2,013	Closed	-$217K	–	365
2022 Q4	$217K	Buy	+2,013	New	+$221K	0.07%	269
2021 Q1	–	Sell	-4,413	Closed	-$504K	–	223
2020 Q4	$504K	Buy	4,413 +25	+0.6%	+$2.55K	0.27%	108
2020 Q3	$387K	Buy	4,388 +88	+2%	+$7.87K	0.25%	118
2020 Q2	$365K	Buy	4,300 +230	+6%	+$17.9K	0.25%	115
2020 Q1	$281K	Buy	4,070 +246	+6%	+$21.7K	0.26%	114
2019 Q4	$370K	Sell	3,824 -22	-0.6%	-$2.03K	0.28%	100
2019 Q3	$343K	Buy	3,846 +88	+2%	+$7.94K	0.3%	103
2019 Q2	$343K	Buy	3,758 +216	+6%	+$19.4K	0.32%	101
2019 Q1	$316K	Buy	3,542 +154	+5%	+$13.6K	0.31%	103
2018 Q4	$342K	Buy	+3,388	New	+$302K	0.27%	85

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

Claro Advisors's IJT Position: Q2 2026 in Review

Claro Advisors opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 5,327 shares worth $951K. The stake represents 0.1% of the portfolio and ranks #172 among its holdings. This is a return to the name: Claro Advisors previously reported a position in IJT as recently as Q4 2024.

Claro Advisors first reported a position in IJT in Q4 2018 and has held it in 13 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Claro Advisors held 5,327 shares of iShares S&P Small-Cap 600 Growth ETF worth $951K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Claro Advisors position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.1% of Claro Advisors's portfolio in Q2 2026, its #172 holding.
Claro Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 13 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.