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

FAS Wealth Partners’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 		$632K Buy
4,368
+5
+0.1% +$742 0.04% 208
2025
Q4 		$616K Buy
4,363
+7
+0.2% +$991 0.04% 213
2025
Q3 		$616K Sell
4,356
-24
-0.5% -$3.31K 0.04% 207
2025
Q2 		$583K Buy
4,380
+8
+0.2% +$1K 0.04% 204
2025
Q1 		$544K Sell
4,372
-388
-8% -$51.9K 0.04% 197
2024
Q4 		$644K Sell
4,760
-11
-0.2% -$1.56K 0.05% 186
2024
Q3 		$666K Sell
4,771
-3
-0.1% -$405 0.05% 180
2024
Q2 		$613K Buy
4,774
+118
+3% +$15.1K 0.05% 181
2024
Q1 		$609K Sell
4,656
-2
-0% -$250 0.05% 184
2023
Q4 		$583K Buy
4,658
+477
+11% +$53.5K 0.06% 182
2023
Q3 		$459K Sell
4,181
-7
-0.2% -$807 0.05% 197
2023
Q2 		$481K Buy
4,188
+131
+3% +$14.3K 0.06% 178
2023
Q1 		$446K Sell
4,057
-729
-15% -$82.2K 0.05% 203
2022
Q4 		$517K Sell
4,786
-83
-2% -$9.13K 0.06% 192
2022
Q3 		$495K Buy
4,869
+399
+9% +$44.8K 0.06% 182
2022
Q2 		$471K Buy
4,470
+8
+0.2% +$907 0.05% 188
2022
Q1 		$558K Buy
4,462
+394
+10% +$49.7K 0.05% 182
2021
Q4 		$565K Sell
4,068
-179
-4% -$24.4K 0.05% 182
2021
Q3 		$552K Buy
4,247
+82
+2% +$10.8K 0.05% 177
2021
Q2 		$552K Sell
4,165
-56
-1% -$7.29K 0.05% 178
2021
Q1 		$541K Buy
4,221
+3
+0.1% +$381 0.06% 168
2020
Q4 		$482K Sell
4,218
-338
-7% -$34.4K 0.05% 173
2020
Q3 		$402K Sell
4,556
-52
-1% -$4.65K 0.05% 175
2020
Q2 		$391K Buy
4,608
+506
+12% +$39.4K 0.06% 172
2020
Q1 		$283K Sell
4,102
-114
-3% -$10.1K 0.05% 176
2019
Q4 		$408K Buy
4,216
+6
+0.1% +$554 0.07% 147
2019
Q3 		$375K Sell
4,210
-1,612
-28% -$146K 0.07% 147
2019
Q2 		$531K Buy
5,822
+96
+2% +$8.63K 0.1% 126
2019
Q1 		$511K Buy
5,726
+390
+7% +$34.5K 0.1% 123
2018
Q4 		$430K Buy
5,336
+740
+16% +$65.9K 0.1% 129
2018
Q3 		$464K Buy
4,596
+200
+5% +$20.1K 0.11% 122
2018
Q2 		$415K Sell
4,396
-64
-1% -$5.88K 0.11% 125
2018
Q1 		$388K Sell
4,460
-10
-0.2% -$871 0.11% 127
2017
Q4 		$380K Buy
4,470
+12
+0.3% +$1K 0.1% 128
2017
Q3 		$367K Buy
4,458
+10
+0.2% +$780 0.1% 127
2017
Q2 		$347K Buy
4,448
+10
+0.2% +$769 0.1% 121
2017
Q1 		$340K Sell
4,438
-488
-10% -$37K 0.11% 123
2016
Q4 		$369K Buy
4,926
+16
+0.3% +$1.13K 0.11% 106
2016
Q3 		$337K Sell
4,910
-7,628
-61% -$515K 0.11% 104
2016
Q2 		$805K Buy
12,538
+3,876
+45% +$244K 0.3% 44
2016
Q1 		$538K Buy
8,662
+502
+6% +$29.3K 0.28% 47
2015
Q4 		$507K Buy
+8,160
New +$518K 0.25% 59

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

FAS Wealth Partners's IJT Position: Q1 2026 in Review

FAS Wealth Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.11% in Q1 2026, buying an estimated $742 and bringing the position to 4,368 shares worth $632K. The position accounts for 0.04% of the portfolio, ranked #208.

FAS Wealth Partners first reported a position in IJT in Q4 2015 and has held it in 42 quarters since. The position peaked at $805K in Q2 2016. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • FAS Wealth Partners held 4,368 shares of iShares S&P Small-Cap 600 Growth ETF worth $632K as of Q1 2026.
  • FAS Wealth Partners bought 5 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $742.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of FAS Wealth Partners's portfolio in Q1 2026, its #208 holding.
  • FAS Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • FAS Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $805K in Q2 2016.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.