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

Connecticut Wealth Management’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	$3M	Sell	16,818 -205	-1%	-$33.2K	0.11%	86
2026 Q1	$2.46M	Buy	17,023 +107	+0.6%	+$15.9K	0.1%	89
2025 Q4	$2.39M	Hold	16,916	–	–	0.1%	93
2025 Q3	$2.39M	Sell	16,916 -370	-2%	-$51.1K	0.11%	87
2025 Q2	$2.3M	Hold	17,286	–	–	0.11%	86
2025 Q1	$2.15M	Hold	17,286	–	–	0.11%	87
2024 Q4	$2.34M	Sell	17,286 -347	-2%	-$49.1K	0.12%	70
2024 Q3	$2.46M	Hold	17,633	–	–	0.12%	88
2024 Q2	$2.26M	Hold	17,633	–	–	0.12%	90
2024 Q1	$2.31M	Sell	17,633 -48	-0.3%	-$5.99K	0.12%	88
2023 Q4	$2.21M	Sell	17,681 -13,475	-43%	-$1.51M	0.13%	85
2023 Q3	$3.42M	Sell	31,156 -22	-0.1%	-$2.54K	0.23%	57
2023 Q2	$3.58M	Sell	31,178 -11,521	-27%	-$1.26M	0.25%	53
2023 Q1	$4.69M	Sell	42,699 -410	-1%	-$46.2K	0.35%	50
2022 Q4	$4.66M	Sell	43,109 -142	-0.3%	-$15.6K	0.4%	42
2022 Q3	$4.4M	Sell	43,251 -140	-0.3%	-$15.7K	0.41%	39
2022 Q2	$4.57M	Buy	43,391 +311	+0.7%	+$35.3K	0.4%	38
2022 Q1	$5.39M	Sell	43,080 -230	-0.5%	-$29K	0.41%	38
2021 Q4	$6.01M	Sell	43,310 -422	-1%	-$57.5K	0.47%	37
2021 Q3	$5.69M	Buy	43,732 +1	+0%	+$132	0.5%	35
2021 Q2	$5.8M	Buy	+43,731	New	+$5.69M	0.51%	34
2021 Q1	–	Sell	-47,539	Closed	-$5.34M	–	190
2020 Q4	$5.34M	Buy	47,539 +2,465	+5%	+$251K	0.57%	29
2020 Q3	$3.98M	Sell	45,074 -2,858	-6%	-$256K	0.44%	39
2020 Q2	$4M	Buy	47,932 +446	+0.9%	+$34.8K	0.5%	30
2020 Q1	$3.27M	Sell	47,486 -1,974	-4%	-$174K	0.49%	38
2019 Q4	$4.78M	Sell	49,460 -128	-0.3%	-$11.8K	0.53%	35
2019 Q3	$4.42M	Buy	49,588 +600	+1%	+$54.2K	0.55%	34
2019 Q2	$4.47M	Buy	+48,988	New	+$4.4M	0.55%	34

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

Connecticut Wealth Management's IJT Position: Q2 2026 in Review

Connecticut Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.2% in Q2 2026, selling an estimated $33.2K and leaving 16,818 shares worth $3M. The position accounts for 0.11% of the portfolio, ranked #86.

Connecticut Wealth Management first reported a position in IJT in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.01M in Q4 2021. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Connecticut Wealth Management held 16,818 shares of iShares S&P Small-Cap 600 Growth ETF worth $3M as of Q2 2026.
Connecticut Wealth Management sold 205 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $33.2K.
iShares S&P Small-Cap 600 Growth ETF made up 0.11% of Connecticut Wealth Management's portfolio in Q2 2026, its #86 holding.
Connecticut Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2019 and has held it in 28 quarters since.
Connecticut Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $6.01M in Q4 2021.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.