Ferguson Wellman Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Ferguson Wellman Capital 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	$225K	Buy	+1,259	New	+$204K	﹤0.01%	416
2017 Q4	–	Sell	-2,728	Closed	-$224K	–	358
2017 Q3	$224K	Sell	2,728 -976	-26%	-$76.1K	0.01%	318
2017 Q2	$289K	Sell	3,704 -30	-0.8%	-$2.31K	0.01%	284
2017 Q1	$286K	Sell	3,734 -358	-9%	-$27.1K	0.01%	285
2016 Q4	$307K	Buy	4,092 +74	+2%	+$5.22K	0.01%	279
2016 Q3	$275K	Buy	+4,018	New	+$271K	0.01%	272

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

Ferguson Wellman Capital Management's IJT Position: Q2 2026 in Review

Ferguson Wellman Capital Management opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,259 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #416 among its holdings. This is a return to the name: Ferguson Wellman Capital Management previously reported a position in IJT as recently as Q3 2017.

Ferguson Wellman Capital Management first reported a position in IJT in Q3 2016 and has held it in 6 quarters since. The position peaked at $307K in Q4 2016. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Ferguson Wellman Capital Management held 1,259 shares of iShares S&P Small-Cap 600 Growth ETF worth $225K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Ferguson Wellman Capital Management position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #416 holding.
Ferguson Wellman Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2016 and has held it in 6 quarters since.
Ferguson Wellman Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $307K in Q4 2016.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.