EWA
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ERTS Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

ERTS Wealth 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 		$474K Sell
2,652
-99
-4% -$16K 0.14% 24
2026
Q1 		$398K Sell
2,751
-3,572
-56% -$530K 0.13% 23
2025
Q4 		$893K Sell
6,323
-151
-2% -$21.4K 0.28% 20
2025
Q3 		$916K Buy
6,474
+47
+0.7% +$6.49K 0.3% 20
2025
Q2 		$855K Sell
6,427
-1,024
-14% -$128K 0.29% 21
2025
Q1 		$928K Sell
7,451
-755
-9% -$101K 0.18% 33
2024
Q4 		$1.11M Buy
8,206
+466
+6% +$65.9K 0.21% 32
2024
Q3 		$1.08M Sell
7,740
-84
-1% -$11.3K 0.2% 31
2024
Q2 		$1M Buy
7,824
+7
+0.1% +$895 0.2% 30
2024
Q1 		$1.02M Sell
7,817
-408
-5% -$50.9K 0.21% 29
2023
Q4 		$1.03M Sell
8,225
-329
-4% -$36.9K 0.22% 28
2023
Q3 		$938K Buy
8,554
+71
+0.8% +$8.19K 0.23% 29
2023
Q2 		$975K Buy
8,483
+274
+3% +$29.9K 0.23% 29
2023
Q1 		$903K Sell
8,209
-548
-6% -$61.8K 0.22% 31
2022
Q4 		$946K Sell
8,757
-397
-4% -$43.6K 0.25% 39
2022
Q3 		$931K Buy
9,154
+18
+0.2% +$2.02K 0.26% 34
2022
Q2 		$962K Buy
9,136
+287
+3% +$32.5K 0.27% 34
2022
Q1 		$1.11M Buy
8,849
+523
+6% +$65.9K 0.31% 27
2021
Q4 		$1.15M Sell
8,326
-494
-6% -$67.3K 0.28% 29
2021
Q3 		$1.15M Sell
8,820
-36
-0.4% -$4.75K 0.3% 27
2021
Q2 		$1.18M Sell
8,856
-2,678
-23% -$349K 0.32% 26
2021
Q1 		$1.48M Sell
11,534
-1,792
-13% -$228K 0.44% 27
2020
Q4 		$1.52M Buy
13,326
+2,666
+25% +$272K 0.49% 23
2020
Q3 		$940K Sell
10,660
-544
-5% -$48.7K 0.35% 29
2020
Q2 		$951K Sell
11,204
-1,468
-12% -$114K 0.38% 30
2020
Q1 		$873K Buy
12,672
+7,936
+168% +$701K 0.42% 32
2019
Q4 		$458K Buy
4,736
+392
+9% +$36.2K 0.21% 48
2019
Q3 		$388K Sell
4,344
-432
-9% -$39K 0.2% 51
2019
Q2 		$436K Buy
4,776
+344
+8% +$30.9K 0.24% 49
2019
Q1 		$396K Buy
4,432
+2,192
+98% +$194K 0.24% 56
2018
Q4 		$181K Buy
+2,240
New +$200K 0.13% 78

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

ERTS Wealth Advisors's IJT Position: Q2 2026 in Review

ERTS Wealth Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.6% in Q2 2026, selling an estimated $16K and leaving 2,652 shares worth $474K. The position accounts for 0.14% of the portfolio, ranked #24.

ERTS Wealth Advisors first reported a position in IJT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.52M in Q4 2020. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • ERTS Wealth Advisors held 2,652 shares of iShares S&P Small-Cap 600 Growth ETF worth $474K as of Q2 2026.
  • ERTS Wealth Advisors sold 99 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $16K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.14% of ERTS Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • ERTS Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • ERTS Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.52M in Q4 2020.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on ERTS Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.