EWA
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EverSource Wealth Advisors's IJT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 7.9% in Q1 2026, buying an estimated $6.53K and bringing the position to 603 shares worth $87.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

EverSource Wealth Advisors first reported a position in IJT in Q4 2021 and has held it in 18 quarters since. The position peaked at $187K in Q4 2021. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • EverSource Wealth Advisors held 603 shares of iShares S&P Small-Cap 600 Growth ETF worth $87.3K as of Q1 2026.
  • EverSource Wealth Advisors bought 44 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $6.53K.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1516 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 18 quarters since.
  • EverSource Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $187K in Q4 2021.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.