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 Q2	$327K	Hold	1,833	–	–	0.09%	188
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 $1.89T 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

Gen-Wealth Partners's IJT Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,833 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #188.

Gen-Wealth Partners first reported a position in IJT in Q1 2024 and has held it in 10 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Gen-Wealth Partners held 1,833 shares of iShares S&P Small-Cap 600 Growth ETF worth $327K as of Q2 2026.
Gen-Wealth Partners left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.09% of Gen-Wealth Partners's portfolio in Q2 2026, its #188 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 10 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.