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

Inspirion Wealth Advisors’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	$542K	Hold	3,058	–	–	0.06%	108
2026 Q1	$443K	Hold	3,058	–	–	0.06%	110
2025 Q4	$432K	Sell	3,058 -1,095	-26%	-$155K	0.05%	114
2025 Q3	$579K	Hold	4,153	–	–	0.08%	90
2025 Q2	$553K	Hold	4,153	–	–	0.07%	95
2025 Q1	$517K	Hold	4,153	–	–	0.07%	91
2024 Q4	$566K	Hold	4,153	–	–	0.08%	89
2024 Q3	$579K	Sell	4,153 -463	-10%	-$62.4K	0.08%	90
2024 Q2	$593K	Hold	4,616	–	–	0.09%	84
2024 Q1	$603K	Hold	4,616	–	–	0.1%	82
2023 Q4	$573K	Hold	4,616	–	–	0.1%	81
2023 Q3	$506K	Hold	4,616	–	–	0.1%	85
2023 Q2	$531K	Hold	4,616	–	–	0.1%	84
2023 Q1	$507K	Hold	4,616	–	–	0.1%	80
2022 Q4	$499K	Sell	4,616 -1,435	-24%	-$158K	0.11%	80
2022 Q3	$615K	Buy	6,051 +435	+8%	+$48.8K	0.14%	67
2022 Q2	$591K	Buy	+5,616	New	+$637K	0.13%	67

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

Inspirion Wealth Advisors's IJT Position: Q2 2026 in Review

Inspirion Wealth Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 3,058 shares worth $542K. The position accounts for 0.06% of the portfolio, ranked #108.

Inspirion Wealth Advisors first reported a position in IJT in Q2 2022 and has held it in 17 quarters since. The position peaked at $615K in Q3 2022. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Inspirion Wealth Advisors held 3,058 shares of iShares S&P Small-Cap 600 Growth ETF worth $542K as of Q2 2026.
Inspirion Wealth Advisors 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 0.06% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Inspirion Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and has held it in 17 quarters since.
Inspirion Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $615K in Q3 2022.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.