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Dynamic Advisor Solutions’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Dynamic Advisor Solutions’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 		$431K Sell
2,413
-208
-8% -$33.7K 0.01% 721
2026
Q1 		$379K Sell
2,621
-693
-21% -$103K 0.01% 725
2025
Q4 		$468K Hold
3,314
– – 0.02% 646
2025
Q3 		$469K Buy
3,314
+5
+0.2% +$690 0.01% 650
2025
Q2 		$440K Sell
3,309
-256
-7% -$32.1K 0.01% 635
2025
Q1 		$444K Sell
3,565
-191
-5% -$25.5K 0.01% 611
2024
Q4 		$508K Sell
3,756
-47
-1% -$6.65K 0.02% 429
2024
Q3 		$531K Sell
3,803
-65
-2% -$8.77K 0.02% 608
2024
Q2 		$497K Sell
3,868
-4
-0.1% -$512 0.02% 628
2024
Q1 		$506K Sell
3,872
-31
-0.8% -$3.87K 0.02% 603
2023
Q4 		$470K Buy
+3,903
New +$438K 0.02% 587
2022
Q1 		– Sell
-1,855
Closed -$257K – 754
2021
Q4 		$257K Buy
+1,855
New +$253K 0.02% 613
2021
Q3 		– Sell
-1,628
Closed -$216K – 778
2021
Q2 		$216K Sell
1,628
-88
-5% -$11.5K 0.02% 654
2021
Q1 		$220K Buy
+1,716
New +$218K 0.02% 587
2018
Q4 		– Sell
-2,058
Closed -$208K – 426
2018
Q3 		$208K Sell
2,058
-104
-5% -$10.5K 0.04% 368
2018
Q2 		$204K Buy
+2,162
New +$198K 0.05% 373

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

Dynamic Advisor Solutions's IJT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 7.9% in Q2 2026, selling an estimated $33.7K and leaving 2,413 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #721.

Dynamic Advisor Solutions first reported a position in IJT in Q2 2018 and has held it in 16 quarters since. The position peaked at $531K in Q3 2024. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Dynamic Advisor Solutions held 2,413 shares of iShares S&P Small-Cap 600 Growth ETF worth $431K as of Q2 2026.
  • Dynamic Advisor Solutions sold 208 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $33.7K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #721 holding.
  • Dynamic Advisor Solutions first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and has held it in 16 quarters since.
  • Dynamic Advisor Solutions's iShares S&P Small-Cap 600 Growth ETF position peaked at $531K in Q3 2024.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.