PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$750K	Sell	4,200 -86	-2%	-$13.9K	0.2%	77
2026 Q1	$620K	Sell	4,286 -824	-16%	-$122K	0.18%	87
2025 Q4	$721K	Sell	5,110 -3,031	-37%	-$429K	0.21%	74
2025 Q3	$1.15M	Buy	8,141 +25	+0.3%	+$3.45K	0.36%	45
2025 Q2	$1.08M	Sell	8,116 -193	-2%	-$24.2K	0.36%	43
2025 Q1	$1.03M	Buy	8,309 +3,446	+71%	+$461K	0.38%	43
2024 Q4	$658K	Buy	+4,863	New	+$688K	0.26%	65

Other funds holding IJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IJT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2% in Q2 2026, selling an estimated $13.9K and leaving 4,200 shares worth $750K. The position accounts for 0.2% of the portfolio, ranked #77.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q3 2025. 541 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 4,200 shares of iShares S&P Small-Cap 600 Growth ETF worth $750K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 86 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $13.9K.
iShares S&P Small-Cap 600 Growth ETF made up 0.2% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #77 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares S&P Small-Cap 600 Growth ETF position peaked at $1.15M in Q3 2025.
541 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.