Corient Private Wealth
IJT icon

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

Corient Private Wealth’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 		$21.1M Sell
118,034
-5,229
-4% -$847K 0.03% 398
2026
Q1 		$17.8M Sell
123,263
-604
-0.5% -$89.6K 0.03% 423
2025
Q4 		$17.5M Buy
123,867
+74,993
+153% +$10.6M 0.02% 430
2025
Q3 		$6.92M Sell
48,874
-55,402
-53% -$7.65M 0.01% 611
2025
Q2 		$13.9M Sell
104,276
-6,437
-6% -$806K 0.02% 456
2025
Q1 		$13.8M Sell
110,713
-5,229
-5% -$699K 0.02% 452
2024
Q4 		$15.7M Sell
115,942
-9,315
-7% -$1.32M 0.03% 433
2024
Q3 		$17.5M Buy
125,257
+7,706
+7% +$1.04M 0.03% 443
2024
Q2 		$15.1M Buy
117,551
+3,372
+3% +$431K 0.03% 438
2024
Q1 		$14.9M Sell
114,179
-833
-0.7% -$104K 0.03% 444
2023
Q4 		$14.4M Sell
115,012
-356,838
-76% -$40M 0.03% 450
2023
Q3 		$56.7M Buy
471,850
+358,319
+316% +$41.3M 0.13% 170
2023
Q2 		$13M Buy
113,531
+496
+0.4% +$54.2K 0.03% 425
2023
Q1 		$12.4M Sell
113,035
-144,911
-56% -$16.3M 0.03% 402
2022
Q4 		$27.9M Buy
+257,946
New +$28.4M 0.1% 218

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

Corient Private Wealth's IJT Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 4.2% in Q2 2026, selling an estimated $847K and leaving 118,034 shares worth $21.1M. The position accounts for 0.03% of the portfolio, ranked #398.

Corient Private Wealth first reported a position in IJT in Q4 2022 and has held it in 15 quarters since. The position peaked at $56.7M in Q3 2023. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Corient Private Wealth held 118,034 shares of iShares S&P Small-Cap 600 Growth ETF worth $21.1M as of Q2 2026.
  • Corient Private Wealth sold 5,229 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $847K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #398 holding.
  • Corient Private Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $56.7M in Q3 2023.
  • 818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.