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GWN Securities’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

GWN Securities’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 		$361K Buy
2,022
+20
+1% +$3.24K 0.06% 370
2026
Q1 		$290K Sell
2,002
-20
-1% -$2.97K 0.06% 376
2025
Q4 		$285K Buy
2,022
+179
+10% +$25.3K 0.06% 344
2025
Q3 		$261K Sell
1,843
-555
-23% -$76.6K 0.06% 307
2025
Q2 		$319K Sell
2,398
-298
-11% -$37.3K 0.06% 290
2025
Q1 		$336K Buy
2,696
+616
+30% +$82.4K 0.02% 553
2024
Q4 		$286K Buy
+2,080
New +$294K 0.08% 255

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

GWN Securities's IJT Position: Q2 2026 in Review

GWN Securities increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1% in Q2 2026, buying an estimated $3.24K and bringing the position to 2,022 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #370.

GWN Securities first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • GWN Securities held 2,022 shares of iShares S&P Small-Cap 600 Growth ETF worth $361K as of Q2 2026.
  • GWN Securities bought 20 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $3.24K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.06% of GWN Securities's portfolio in Q2 2026, its #370 holding.
  • GWN Securities first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.