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

Diversify 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	$441K	Sell	2,557 -302	-11%	-$48.9K	0.01%	910
2026 Q1	$451K	Sell	2,859 -67	-2%	-$9.94K	0.01%	843
2025 Q4	$434K	Buy	2,926 +1	+0%	+$142	0.02%	473
2025 Q3	$409K	Buy	2,925 +186	+7%	+$25.7K	0.02%	412
2025 Q2	$378K	Hold	2,739	–	–	0.02%	422
2025 Q1	$334K	Buy	2,739 +1	+0%	+$134	0.02%	423
2024 Q4	$367K	Sell	2,738 -388	-12%	-$54.9K	0.03%	403
2024 Q3	$425K	Buy	+3,126	New	+$422K	0.04%	342

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

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

Diversify Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 11% in Q2 2026, selling an estimated $48.9K and leaving 2,557 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #910.

Diversify Wealth Management first reported a position in IJT in Q3 2024 and has held it in 8 quarters since. The position peaked at $451K in Q1 2026. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Diversify Wealth Management held 2,557 shares of iShares S&P Small-Cap 600 Growth ETF worth $441K as of Q2 2026.
Diversify Wealth Management sold 302 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $48.9K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #910 holding.
Diversify Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Diversify Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $451K in Q1 2026.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.