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

Evermay 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 Q1	$132K	Hold	913	–	–	0.01%	228
2025 Q4	$129K	Hold	913	–	–	0.01%	237
2025 Q3	$129K	Hold	913	–	–	0.01%	241
2025 Q2	$121K	Hold	913	–	–	0.01%	242
2025 Q1	$114K	Hold	913	–	–	0.01%	245
2024 Q4	$124K	Hold	913	–	–	0.02%	238
2024 Q3	$127K	Hold	913	–	–	0.02%	243
2024 Q2	$117K	Hold	913	–	–	0.02%	251
2024 Q1	$119K	Hold	913	–	–	0.02%	258
2023 Q4	$114K	Hold	913	–	–	0.02%	238
2023 Q3	$101K	Hold	913	–	–	0.02%	236
2023 Q2	$105K	Hold	913	–	–	0.02%	236
2023 Q1	$100K	Sell	913 -55	-6%	-$6.2K	0.02%	239
2022 Q4	$105K	Hold	968	–	–	0.02%	224
2022 Q3	$98K	Hold	968	–	–	0.02%	218
2022 Q2	$102K	Sell	968 -12	-1%	-$1.36K	0.02%	218
2022 Q1	$123K	Hold	980	–	–	0.02%	234
2021 Q4	$136K	Sell	980 -120	-11%	-$16.3K	0.02%	197
2021 Q3	$143K	Hold	1,100	–	–	0.03%	192
2021 Q2	$146K	Buy	+1,100	New	+$143K	0.03%	198
2020 Q1	–	Sell	-2,350	Closed	-$227K	–	146
2019 Q4	$227K	Buy	+2,350	New	+$217K	0.06%	147

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Evermay Wealth Management's IJT Position: Q1 2026 in Review

Evermay Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 913 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #228.

Evermay Wealth Management first reported a position in IJT in Q4 2019 and has held it in 21 quarters since. The position peaked at $227K in Q4 2019. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Evermay Wealth Management held 913 shares of iShares S&P Small-Cap 600 Growth ETF worth $132K as of Q1 2026.
Evermay Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #228 holding.
Evermay Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 21 quarters since.
Evermay Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $227K in Q4 2019.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.