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

Equity Wealth Partners’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	$363K	Sell	2,031 -5	-0.2%	-$810	0.13%	82
2026 Q1	$295K	Buy	2,036 +6	+0.3%	+$890	0.19%	62
2025 Q4	$287K	Hold	2,030	–	–	0.19%	67
2025 Q3	$287K	Buy	+2,030	New	+$280K	0.23%	67

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

Equity Wealth Partners's IJT Position: Q2 2026 in Review

Equity Wealth Partners reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.25% in Q2 2026, selling an estimated $810 and leaving 2,031 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #82.

Equity Wealth Partners first reported a position in IJT in Q3 2025 and has held it in 4 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Equity Wealth Partners held 2,031 shares of iShares S&P Small-Cap 600 Growth ETF worth $363K as of Q2 2026.
Equity Wealth Partners sold 5 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $810.
iShares S&P Small-Cap 600 Growth ETF made up 0.13% of Equity Wealth Partners's portfolio in Q2 2026, its #82 holding.
Equity Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2025 and has held it in 4 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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