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

Curated Wealth Partners’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	$292K	Buy	+21,000	New	+$3.4M	0.04%	422

Other funds holding IJT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Curated Wealth Partners's IJT Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 21,000 shares worth $292K. The stake represents 0.04% of the portfolio and ranks #422 among its holdings.

313 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Curated Wealth Partners held 21,000 shares of iShares S&P Small-Cap 600 Growth ETF worth $292K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Curated Wealth Partners position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #422 holding.
313 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.