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

Darwin 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 Q1	$7.52K	Sell	52 -100	-66%	-$14.8K	﹤0.01%	382
2025 Q4	$21.5K	Buy	152 +1	+0.7%	+$142	0.01%	301
2025 Q3	$21.5K	Hold	151	–	–	0.01%	292
2025 Q2	$20.2K	Sell	151 -130	-46%	-$16.3K	0.01%	281
2025 Q1	$38.1K	Hold	281	–	–	0.01%	248
2024 Q4	$38.1K	Hold	281	–	–	0.01%	248
2024 Q3	$39.2K	Buy	+281	New	+$37.9K	0.01%	252
2020 Q2	–	Sell	-224	Closed	-$14K	–	435
2020 Q1	$14K	Buy	+224	New	+$19.8K	﹤0.01%	405

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Darwin Wealth Management's IJT Position: Q1 2026 in Review

Darwin Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 66% in Q1 2026, selling an estimated $14.8K and leaving 52 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Darwin Wealth Management first reported a position in IJT in Q1 2020 and has held it in 8 quarters since. The position peaked at $39.2K in Q3 2024. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Darwin Wealth Management held 52 shares of iShares S&P Small-Cap 600 Growth ETF worth $7.52K as of Q1 2026.
Darwin Wealth Management sold 100 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $14.8K.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #382 holding.
Darwin Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2020 and has held it in 8 quarters since.
Darwin Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $39.2K in Q3 2024.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.