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

EverSource 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	$108K	Hold	603	–	–	﹤0.01%	1346
2026 Q1	$87.3K	Buy	603 +44	+8%	+$6.53K	﹤0.01%	1516
2025 Q4	$78.9K	Buy	559 +481	+617%	+$68.1K	﹤0.01%	1447
2025 Q3	$11K	Buy	78 +17	+28%	+$2.35K	﹤0.01%	2769
2025 Q2	$8.12K	Hold	61	–	–	﹤0.01%	2948
2025 Q1	$7.59K	Buy	61 +9	+17%	+$1.2K	﹤0.01%	2274
2024 Q4	$7.04K	Buy	52 +46	+767%	+$6.51K	﹤0.01%	2180
2024 Q3	$837	Hold	6	–	–	﹤0.01%	2762
2024 Q2	$849	Hold	6	–	–	﹤0.01%	2772
2024 Q1	$747	Sell	6 -22	-79%	-$2.75K	﹤0.01%	2647
2023 Q4	$3.56K	Sell	28 -33	-54%	-$3.7K	﹤0.01%	1990
2023 Q3	$6.65K	Sell	61 -59	-49%	-$6.8K	﹤0.01%	1579
2023 Q2	$13.7K	Sell	120 -89	-43%	-$9.72K	﹤0.01%	1309
2023 Q1	$22.9K	Sell	209 -612	-75%	-$69K	﹤0.01%	1030
2022 Q4	$88.8K	Buy	821 +15	+2%	+$1.65K	0.01%	546
2022 Q3	$83K	Buy	806 +683	+555%	+$76.7K	0.02%	484
2022 Q2	$13K	Sell	123 -484	-80%	-$54.9K	﹤0.01%	963
2022 Q1	$76K	Sell	607 -739	-55%	-$93.2K	0.02%	397
2021 Q4	$187K	Buy	+1,346	New	+$183K	0.05%	229

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

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

EverSource Wealth Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 603 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

EverSource Wealth Advisors first reported a position in IJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $187K in Q4 2021. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

EverSource Wealth Advisors held 603 shares of iShares S&P Small-Cap 600 Growth ETF worth $108K as of Q2 2026.
EverSource Wealth Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1346 holding.
EverSource Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $187K in Q4 2021.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.