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

Everstar Asset 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 Q2	$630K	Hold	3,525	–	–	0.3%	98
2026 Q1	$510K	Sell	3,525 -150	-4%	-$22.3K	0.27%	111
2025 Q4	$519K	Hold	3,675	–	–	0.28%	106
2025 Q3	$520K	Hold	3,675	–	–	0.29%	112
2025 Q2	$489K	Sell	3,675 -400	-10%	-$50.1K	0.3%	108
2025 Q1	$507K	Sell	4,075 -940	-19%	-$126K	0.34%	93
2024 Q4	$679K	Sell	5,015 -250	-5%	-$35.4K	0.48%	53
2024 Q3	$734K	Buy	+5,265	New	+$710K	0.5%	52

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

Everstar Asset Management's IJT Position: Q2 2026 in Review

Everstar Asset Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 3,525 shares worth $630K. The position accounts for 0.3% of the portfolio, ranked #98.

Everstar Asset Management first reported a position in IJT in Q3 2024 and has held it in 8 quarters since. The position peaked at $734K in Q3 2024. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Everstar Asset Management held 3,525 shares of iShares S&P Small-Cap 600 Growth ETF worth $630K as of Q2 2026.
Everstar Asset Management 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 0.3% of Everstar Asset Management's portfolio in Q2 2026, its #98 holding.
Everstar Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $734K in Q3 2024.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.