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Dumont & Blake Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Dumont & Blake Investment Advisors’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 		$6M Sell
33,603
-179
-0.5% -$29K 1.35% 16
2026
Q1 		$4.89M Sell
33,782
-1,081
-3% -$160K 1.22% 18
2025
Q4 		$4.92M Sell
34,863
-729
-2% -$103K 1.18% 18
2025
Q3 		$5.04M Sell
35,592
-200
-0.6% -$27.6K 1.22% 17
2025
Q2 		$4.76M Sell
35,792
-369
-1% -$46.2K 1.24% 15
2025
Q1 		$4.5M Sell
36,161
-124
-0.3% -$16.6K 1.26% 14
2024
Q4 		$4.91M Sell
36,285
-573
-2% -$81.1K 1.32% 14
2024
Q3 		$5.14M Sell
36,858
-37,024
-50% -$4.99M 1.37% 12
2024
Q2 		$9.49M Buy
73,882
+37,463
+103% +$4.79M 1.34% 12
2024
Q1 		$4.76M Sell
36,419
-102
-0.3% -$12.7K 1.37% 13
2023
Q4 		$4.57M Sell
36,521
-554
-1% -$62.1K 1.41% 12
2023
Q3 		$4.07M Buy
37,075
+224
+0.6% +$25.8K 1.38% 12
2023
Q2 		$4.24M Sell
36,851
-38
-0.1% -$4.15K 1.38% 12
2023
Q1 		$4.06M Sell
36,889
-473
-1% -$53.3K 1.37% 12
2022
Q4 		$4.04M Sell
37,362
-412
-1% -$45.3K 1.43% 12
2022
Q3 		$3.84M Sell
37,774
-287
-0.8% -$32.2K 1.44% 12
2022
Q2 		$4.01M Sell
38,061
-4
-0% -$453 1.31% 13
2022
Q1 		$4.76M Buy
38,065
+104
+0.3% +$13.1K 1.3% 13
2021
Q4 		$5.27M Buy
37,961
+477
+1% +$64.9K 1.37% 13
2021
Q3 		$4.87M Buy
37,484
+318
+0.9% +$41.9K 1.39% 13
2021
Q2 		$4.93M Buy
37,166
+513
+1% +$66.8K 1.4% 13
2021
Q1 		$4.7M Buy
36,653
+1,107
+3% +$141K 1.44% 12
2020
Q4 		$4.06M Buy
35,546
+456
+1% +$46.5K 1.39% 14
2020
Q3 		$3.1M Buy
35,090
+2,092
+6% +$187K 1.18% 16
2020
Q2 		$2.8M Buy
32,998
+1,002
+3% +$78.1K 1.17% 18
2020
Q1 		$2.21M Sell
31,996
-744
-2% -$65.7K 1.13% 20
2019
Q4 		$3.16M Buy
32,740
+442
+1% +$40.8K 1.24% 16
2019
Q3 		$2.88M Sell
32,298
-930
-3% -$84K 1.21% 16
2019
Q2 		$3.03M Buy
33,228
+848
+3% +$76.2K 1.26% 17
2019
Q1 		$2.89M Sell
32,380
-290
-0.9% -$25.6K 1.22% 18
2018
Q4 		$2.63M Sell
32,670
-2,308
-7% -$206K 1.23% 18
2018
Q3 		$3.53M Buy
34,978
+1,484
+4% +$149K 1.38% 15
2018
Q2 		$3.17M Buy
33,494
+1,550
+5% +$142K 1.33% 16
2018
Q1 		$2.78M Buy
31,944
+498
+2% +$43.4K 1.18% 20
2017
Q4 		$2.67M Buy
31,446
+106
+0.3% +$8.87K 1.09% 21
2017
Q3 		$2.58M Buy
31,340
+110
+0.4% +$8.58K 1.1% 20
2017
Q2 		$2.44M Buy
31,230
+640
+2% +$49.2K 1.08% 21
2017
Q1 		$2.34M Buy
30,590
+260
+0.9% +$19.7K 1.06% 21
2016
Q4 		$2.27M Buy
30,330
+140
+0.5% +$9.87K 1.07% 23
2016
Q3 		$2.07M Buy
30,190
+60
+0.2% +$4.05K 1.02% 24
2016
Q2 		$1.94M Buy
30,130
+430
+1% +$27K 0.97% 25
2016
Q1 		$1.84M Sell
29,700
-430
-1% -$25.1K 0.95% 25
2015
Q4 		$1.87M Buy
30,130
+1,090
+4% +$69.1K 0.96% 27
2015
Q3 		$1.74M Sell
29,040
-580
-2% -$37.1K 0.94% 28
2015
Q2 		$1.94M Buy
+29,620
New +$1.93M 0.95% 28

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

Dumont & Blake Investment Advisors's IJT Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.53% in Q2 2026, selling an estimated $29K and leaving 33,603 shares worth $6M. The position accounts for 1.35% of the portfolio, ranked #16.

Dumont & Blake Investment Advisors first reported a position in IJT in Q2 2015 and has held it in 45 quarters since. The position peaked at $9.49M in Q2 2024. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Dumont & Blake Investment Advisors held 33,603 shares of iShares S&P Small-Cap 600 Growth ETF worth $6M as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 179 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $29K.
  • iShares S&P Small-Cap 600 Growth ETF made up 1.35% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Dumont & Blake Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2015 and has held it in 45 quarters since.
  • Dumont & Blake Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $9.49M in Q2 2024.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.