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

EPG 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	$19.3K	Hold	108	–	–	﹤0.01%	262
2026 Q1	$15.6K	Hold	108	–	–	﹤0.01%	269
2025 Q4	$15.2K	Hold	108	–	–	﹤0.01%	263
2025 Q3	$15.3K	Sell	108 -14	-11%	-$1.93K	﹤0.01%	264
2025 Q2	$16.2K	Hold	122	–	–	﹤0.01%	256
2025 Q1	$15.2K	Hold	122	–	–	﹤0.01%	350
2024 Q4	$16.5K	Sell	122 -102	-46%	-$14.4K	﹤0.01%	352
2024 Q3	$31.3K	Buy	+224	New	+$30.2K	0.01%	328
2024 Q2	–	Sell	-224	Closed	-$28.7K	–	351
2024 Q1	$29.3K	Hold	224	–	–	0.01%	346
2023 Q4	$27.5K	Hold	224	–	–	0.01%	334
2023 Q3	$24.6K	Buy	224 +30	+15%	+$3.46K	0.01%	331
2023 Q2	$22.3K	Hold	194	–	–	0.01%	328
2023 Q1	$21.3K	Hold	194	–	–	0.01%	335
2022 Q4	$21K	Hold	194	–	–	0.01%	306
2022 Q3	$20K	Buy	+194	New	+$21.8K	0.01%	309
2022 Q2	–	Sell	-194	Closed	-$24K	–	300
2022 Q1	$24K	Hold	194	–	–	0.01%	325
2021 Q4	$27K	Hold	194	–	–	0.01%	324
2021 Q3	$25K	Buy	+194	New	+$25.6K	0.01%	304
2020 Q2	–	Sell	-180	Closed	-$12K	–	436
2020 Q1	$12K	Sell	180 -400	-69%	-$35.3K	0.01%	463
2019 Q4	$56K	Buy	+580	New	+$53.6K	0.04%	224

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

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

EPG Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 108 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

EPG Wealth Management first reported a position in IJT in Q4 2019 and has held it in 20 quarters since. The position peaked at $56K in Q4 2019. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

EPG Wealth Management held 108 shares of iShares S&P Small-Cap 600 Growth ETF worth $19.3K as of Q2 2026.
EPG Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #262 holding.
EPG Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $56K in Q4 2019.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.