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

Evergreen Private Wealth’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 		$368K Sell
2,062
-132
-6% -$21.4K 0.14% 56
2026
Q1 		$318K Buy
2,194
+40
+2% +$5.93K 0.13% 53
2025
Q4 		$304K Buy
2,154
+129
+6% +$18.3K 0.12% 58
2025
Q3 		$287K Buy
2,025
+130
+7% +$17.9K 0.12% 57
2025
Q2 		$252K Sell
1,895
-94
-5% -$11.8K 0.11% 60
2025
Q1 		$248K Sell
1,989
-82
-4% -$11K 0.12% 60
2024
Q4 		$280K Buy
2,071
+45
+2% +$6.37K 0.13% 59
2024
Q3 		$283K Buy
2,026
+105
+5% +$14.2K 0.13% 61
2024
Q2 		$247K Sell
1,921
-471
-20% -$60.2K 0.12% 63
2024
Q1 		$313K Sell
2,392
-418
-15% -$52.2K 0.16% 62
2023
Q4 		$352K Buy
+2,810
New +$315K 0.19% 59

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

Evergreen Private Wealth's IJT Position: Q2 2026 in Review

Evergreen Private Wealth reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6% in Q2 2026, selling an estimated $21.4K and leaving 2,062 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #56.

Evergreen Private Wealth first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Evergreen Private Wealth held 2,062 shares of iShares S&P Small-Cap 600 Growth ETF worth $368K as of Q2 2026.
  • Evergreen Private Wealth sold 132 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $21.4K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.14% of Evergreen Private Wealth's portfolio in Q2 2026, its #56 holding.
  • Evergreen Private Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.