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 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 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

GWN Securities's IJT Position: Q1 2026 in Review

GWN Securities reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.99% in Q1 2026, selling an estimated $2.97K and leaving 2,002 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #376.

GWN Securities first reported a position in IJT in Q4 2024 and has held it in 6 quarters since. The position peaked at $336K in Q1 2025. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

GWN Securities held 2,002 shares of iShares S&P Small-Cap 600 Growth ETF worth $290K as of Q1 2026.
GWN Securities sold 20 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $2.97K.
iShares S&P Small-Cap 600 Growth ETF made up 0.06% of GWN Securities's portfolio in Q1 2026, its #376 holding.
GWN Securities first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 6 quarters since.
GWN Securities's iShares S&P Small-Cap 600 Growth ETF position peaked at $336K in Q1 2025.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.