Focus Partners Wealth
IJT icon

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

Focus Partners 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
Q2 		$31.4M Sell
175,674
-611
-0.3% -$99K 0.03% 409
2026
Q1 		$25.5M Sell
176,285
-1,200
-0.7% -$178K 0.03% 440
2025
Q4 		$25.1M Buy
177,485
+17,905
+11% +$2.53M 0.03% 436
2025
Q3 		$22.6M Buy
159,580
+1,301
+0.8% +$180K 0.04% 379
2025
Q2 		$21.1M Buy
158,279
+7,425
+5% +$930K 0.05% 345
2025
Q1 		$18.8M Buy
150,854
+2,477
+2% +$331K 0.05% 339
2024
Q4 		$20.1M Buy
148,377
+70,121
+90% +$9.92M 0.05% 322
2024
Q3 		$10.9M Sell
78,256
-209,970
-73% -$28.3M 0.03% 390
2024
Q2 		$37M Buy
288,226
+144,021
+100% +$18.4M 0.12% 165
2024
Q1 		$18.9M Buy
144,205
+64,967
+82% +$8.11M 0.15% 151
2023
Q4 		$9.92M Buy
+79,238
New +$8.89M 0.13% 156

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth's IJT Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.35% in Q2 2026, selling an estimated $99K and leaving 175,674 shares worth $31.4M. The position accounts for 0.03% of the portfolio, ranked #409.

Focus Partners Wealth first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. The position peaked at $37M in Q2 2024. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Focus Partners Wealth held 175,674 shares of iShares S&P Small-Cap 600 Growth ETF worth $31.4M as of Q2 2026.
  • Focus Partners Wealth sold 611 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $99K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #409 holding.
  • Focus Partners Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $37M in Q2 2024.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.