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

Clearstead 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 		$1.2M Sell
6,738
-284
-4% -$46K 0.01% 505
2026
Q1 		$1.02M Buy
7,022
+2
+0% +$297 0.01% 513
2025
Q4 		$991K Sell
7,020
-447
-6% -$63.3K 0.01% 482
2025
Q3 		$1.06M Sell
7,467
-282
-4% -$38.9K 0.01% 451
2025
Q2 		$1.03M Sell
7,749
-199
-3% -$24.9K 0.01% 436
2025
Q1 		$990K Hold
7,948
– – 0.02% 410
2024
Q4 		$1.08M Sell
7,948
-19
-0.2% -$2.69K 0.02% 399
2024
Q3 		$1.11M Sell
7,967
-52
-0.6% -$7.01K 0.02% 400
2024
Q2 		$1.03M Buy
8,019
+1,511
+23% +$193K 0.02% 388
2024
Q1 		$846K Buy
6,508
+150
+2% +$18.7K 0.04% 247
2023
Q4 		$796K Sell
6,358
-6,832
-52% -$766K 0.04% 251
2023
Q3 		$1.45M Buy
13,190
+6,595
+100% +$761K 0.04% 256
2023
Q2 		$758K Sell
6,595
-25
-0.4% -$2.73K 0.05% 236
2023
Q1 		$728K Hold
6,620
– – 0.05% 209
2022
Q4 		$715K Sell
6,620
-63
-0.9% -$6.93K 0.06% 205
2022
Q3 		$679K Sell
6,683
-537
-7% -$60.3K 0.06% 192
2022
Q2 		$760K Buy
7,220
+258
+4% +$29.2K 0.06% 199
2022
Q1 		$871K Buy
6,962
+1,257
+22% +$158K 0.06% 189
2021
Q4 		$792K Buy
5,705
+8
+0.1% +$1.09K 0.05% 202
2021
Q3 		$741K Buy
5,697
+1,576
+38% +$208K 0.06% 200
2021
Q2 		$547K Buy
4,121
+231
+6% +$30.1K 0.04% 214
2021
Q1 		$499K Buy
3,890
+1,118
+40% +$142K 0.04% 214
2020
Q4 		$317K Hold
2,772
– – 0.03% 260
2020
Q3 		$245K Buy
2,772
+268
+11% +$24K 0.03% 259
2020
Q2 		$213K Hold
2,504
– – 0.02% 260
2020
Q1 		$173K Buy
2,504
+406
+19% +$35.8K 0.03% 254
2019
Q4 		$203K Buy
+2,098
New +$194K 0.02% 273
2018
Q4 		– Sell
-2,036
Closed -$205K – 255
2018
Q3 		$205K Buy
+2,036
New +$205K 0.03% 223

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

Clearstead Advisors's IJT Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 4% in Q2 2026, selling an estimated $46K and leaving 6,738 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #505.

Clearstead Advisors first reported a position in IJT in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.45M in Q3 2023. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Clearstead Advisors held 6,738 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.2M as of Q2 2026.
  • Clearstead Advisors sold 284 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $46K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #505 holding.
  • Clearstead Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and has held it in 28 quarters since.
  • Clearstead Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.45M in Q3 2023.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.