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

Gen-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	$265K	Sell	1,833 -26	-1%	-$3.86K	0.08%	222
2025 Q4	$262K	Hold	1,859	–	–	0.08%	234
2025 Q3	$263K	Hold	1,859	–	–	0.09%	215
2025 Q2	$247K	Buy	1,859 +23	+1%	+$2.88K	0.1%	192
2025 Q1	$229K	Buy	1,836 +167	+10%	+$22.3K	0.1%	193
2024 Q4	$226K	Buy	1,669 +87	+5%	+$12.3K	0.1%	198
2024 Q3	$217K	Sell	1,582 -36	-2%	-$4.86K	0.09%	212
2024 Q2	$208K	Hold	1,618	–	–	0.1%	202
2024 Q1	$212K	Buy	+1,618	New	+$202K	0.1%	197

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gen-Wealth Partners's IJT Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.4% in Q1 2026, selling an estimated $3.86K and leaving 1,833 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #222.

Gen-Wealth Partners first reported a position in IJT in Q1 2024 and has held it in 9 quarters since. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Gen-Wealth Partners held 1,833 shares of iShares S&P Small-Cap 600 Growth ETF worth $265K as of Q1 2026.
Gen-Wealth Partners sold 26 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $3.86K.
iShares S&P Small-Cap 600 Growth ETF made up 0.08% of Gen-Wealth Partners's portfolio in Q1 2026, its #222 holding.
Gen-Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 9 quarters since.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.