Confluence Wealth Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Confluence Wealth Services’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	$333K	Buy	1,866 +297	+19%	+$48.1K	0.01%	392
2026 Q1	$227K	Hold	1,569	–	–	0.01%	348
2025 Q4	$221K	Hold	1,569	–	–	0.01%	353
2025 Q3	$222K	Hold	1,569	–	–	0.01%	349
2025 Q2	$209K	Buy	+1,569	New	+$197K	0.01%	345
2025 Q1	–	Sell	-1,569	Closed	-$222K	–	348
2024 Q4	$222K	Hold	1,569	–	–	0.01%	309
2024 Q3	$219K	Buy	1,569 +7	+0.4%	+$944	0.02%	321
2024 Q2	$201K	Hold	1,562	–	–	0.02%	355
2024 Q1	$204K	Buy	+1,562	New	+$195K	0.02%	330
2022 Q1	–	Sell	-1,072	Closed	-$148K	–	671
2021 Q4	$148K	Buy	+1,072	New	+$146K	0.05%	261

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

Confluence Wealth Services's IJT Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 19% in Q2 2026, buying an estimated $48.1K and bringing the position to 1,866 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #392.

Confluence Wealth Services first reported a position in IJT in Q4 2021 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Confluence Wealth Services held 1,866 shares of iShares S&P Small-Cap 600 Growth ETF worth $333K as of Q2 2026.
Confluence Wealth Services bought 297 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $48.1K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #392 holding.
Confluence Wealth Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 10 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.