Essex LLC’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Essex LLC’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	$371K	Sell	2,080 -100	-5%	-$16.2K	0.06%	135
2026 Q1	$315K	Hold	2,180	–	–	0.06%	145
2025 Q4	$308K	Hold	2,180	–	–	0.05%	144
2025 Q3	$308K	Hold	2,180	–	–	0.06%	142
2025 Q2	$290K	Sell	2,180 -80	-4%	-$10K	0.06%	141
2025 Q1	$281K	Hold	2,260	–	–	0.06%	136
2024 Q4	$306K	Hold	2,260	–	–	0.06%	131
2024 Q3	$315K	Hold	2,260	–	–	0.06%	128
2024 Q2	$290K	Hold	2,260	–	–	0.06%	131
2024 Q1	$295K	Hold	2,260	–	–	0.07%	124
2023 Q4	$283K	Sell	2,260 -350	-13%	-$39.3K	0.07%	134
2023 Q3	$286K	Sell	2,610 -975	-27%	-$112K	0.08%	130
2023 Q2	$412K	Sell	3,585 -135	-4%	-$14.7K	0.11%	106
2023 Q1	$402K	Hold	3,720	–	–	0.12%	110
2022 Q4	$402K	Sell	3,720 -25	-0.7%	-$2.75K	0.12%	110
2022 Q3	$381K	Hold	3,745	–	–	0.13%	105
2022 Q2	$394K	Hold	3,745	–	–	0.12%	108
2022 Q1	$468K	Sell	3,745 -100	-3%	-$12.6K	0.13%	114
2021 Q4	$534K	Sell	3,845 -135	-3%	-$18.4K	0.14%	115
2021 Q3	$518K	Buy	+3,980	New	+$525K	0.14%	112

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

Essex LLC's IJT Position: Q2 2026 in Review

Essex LLC reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 4.6% in Q2 2026, selling an estimated $16.2K and leaving 2,080 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #135.

Essex LLC first reported a position in IJT in Q3 2021 and has held it in 20 quarters since. The position peaked at $534K in Q4 2021. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Essex LLC held 2,080 shares of iShares S&P Small-Cap 600 Growth ETF worth $371K as of Q2 2026.
Essex LLC sold 100 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $16.2K.
iShares S&P Small-Cap 600 Growth ETF made up 0.06% of Essex LLC's portfolio in Q2 2026, its #135 holding.
Essex LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and has held it in 20 quarters since.
Essex LLC's iShares S&P Small-Cap 600 Growth ETF position peaked at $534K in Q4 2021.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.