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

Exencial 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 		$624K Sell
4,310
-536
-11% -$79.5K 0.02% 362
2025
Q4 		$684K Buy
4,846
+207
+4% +$29.3K 0.02% 343
2025
Q3 		$656K Sell
4,639
-532
-10% -$73.4K 0.02% 337
2025
Q2 		$688K Buy
5,171
+4
+0.1% +$501 0.02% 335
2025
Q1 		$643K Buy
5,167
+4
+0.1% +$535 0.02% 337
2024
Q4 		$699K Sell
5,163
-2,318
-31% -$328K 0.03% 324
2024
Q3 		$1.04M Sell
7,481
-3,565
-32% -$481K 0.04% 270
2024
Q2 		$1.42M Buy
11,046
+4,704
+74% +$602K 0.05% 236
2024
Q1 		$829K Sell
6,342
-3,523
-36% -$440K 0.03% 293
2023
Q4 		$1.23M Buy
9,865
+4,078
+70% +$457K 0.05% 241
2023
Q3 		$635K Buy
5,787
+2,201
+61% +$254K 0.03% 269
2023
Q2 		$412K Sell
3,586
-609
-15% -$66.5K 0.02% 321
2023
Q1 		$461K Sell
4,195
-215
-5% -$24.2K 0.02% 294
2022
Q4 		$477K Sell
4,410
-1,512
-26% -$166K 0.03% 294
2022
Q3 		$602K Buy
5,922
+1,515
+34% +$170K 0.04% 251
2022
Q2 		$464K Sell
4,407
-1,450
-25% -$164K 0.03% 283
2022
Q1 		$733K Buy
+5,857
New +$738K 0.04% 257

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Exencial Wealth Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 11% in Q1 2026, selling an estimated $79.5K and leaving 4,310 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #362.

Exencial Wealth Advisors first reported a position in IJT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.42M in Q2 2024. 761 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Exencial Wealth Advisors held 4,310 shares of iShares S&P Small-Cap 600 Growth ETF worth $624K as of Q1 2026.
  • Exencial Wealth Advisors sold 536 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $79.5K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #362 holding.
  • Exencial Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Exencial Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.42M in Q2 2024.
  • 761 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.