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

HB Wealth Management’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 		$5.44M Buy
30,438
+184
+0.6% +$29.8K 0.03% 262
2026
Q1 		$4.38M Buy
30,254
+6,815
+29% +$1.01M 0.03% 275
2025
Q4 		$3.31M Buy
23,439
+5,885
+34% +$833K 0.02% 323
2025
Q3 		$2.48M Buy
17,554
+632
+4% +$87.2K 0.02% 374
2025
Q2 		$2.25M Hold
16,922
– – 0.02% 351
2025
Q1 		$2.11M Buy
16,922
+299
+2% +$40K 0.02% 370
2024
Q4 		$2.25M Hold
16,623
– – 0.02% 265
2024
Q3 		$2.32M Buy
16,623
+658
+4% +$88.7K 0.02% 255
2024
Q2 		$2.05M Hold
15,965
– – 0.02% 259
2024
Q1 		$2.09M Hold
15,965
– – 0.03% 237
2023
Q4 		$2M Sell
15,965
-13
-0.1% -$1.46K 0.03% 227
2023
Q3 		$1.75M Hold
15,978
– – 0.03% 227
2023
Q2 		$1.84M Sell
15,978
-25
-0.2% -$2.73K 0.03% 214
2023
Q1 		$1.76M Sell
16,003
-29
-0.2% -$3.27K 0.03% 211
2022
Q4 		$1.73M Sell
16,032
-128
-0.8% -$14.1K 0.03% 214
2022
Q3 		$1.64M Sell
16,160
-470
-3% -$52.8K 0.03% 200
2022
Q2 		$1.75M Hold
16,630
– – 0.04% 186
2022
Q1 		$2.08M Buy
+16,630
New +$2.1M 0.04% 175

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

HB Wealth Management's IJT Position: Q2 2026 in Review

HB Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.61% in Q2 2026, buying an estimated $29.8K and bringing the position to 30,438 shares worth $5.44M. The position accounts for 0.03% of the portfolio, ranked #262.

HB Wealth Management first reported a position in IJT in Q1 2022 and has held it in 18 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • HB Wealth Management held 30,438 shares of iShares S&P Small-Cap 600 Growth ETF worth $5.44M as of Q2 2026.
  • HB Wealth Management bought 184 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $29.8K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #262 holding.
  • HB Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.