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

Evoke 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
Q1 		$567K Sell
3,916
-11
-0.3% -$1.63K 0.01% 384
2025
Q4 		$554K Buy
3,927
+28
+0.7% +$3.96K 0.01% 369
2025
Q3 		$552K Sell
3,899
-958
-20% -$132K 0.01% 337
2025
Q2 		$646K Buy
+4,857
New +$609K 0.01% 290

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

Evoke Wealth's IJT Position: Q1 2026 in Review

Evoke Wealth reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.28% in Q1 2026, selling an estimated $1.63K and leaving 3,916 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #384.

Evoke Wealth first reported a position in IJT in Q2 2025 and has held it in 4 quarters since. The position peaked at $646K in Q2 2025. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Evoke Wealth held 3,916 shares of iShares S&P Small-Cap 600 Growth ETF worth $567K as of Q1 2026.
  • Evoke Wealth sold 11 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $1.63K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #384 holding.
  • Evoke Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Evoke Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $646K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.