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

Institute for 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	$200K	Buy	+1,120	New	+$182K	0.02%	516
2017 Q3	–	Sell	-7,110	Closed	-$554K	–	314
2017 Q2	$554K	Buy	+7,110	New	+$547K	0.15%	207

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

Institute for Wealth Management's IJT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,120 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #516 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IJT as recently as Q2 2017.

Institute for Wealth Management first reported a position in IJT in Q2 2017 and has held it in 2 quarters since. The position peaked at $554K in Q2 2017. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Institute for Wealth Management held 1,120 shares of iShares S&P Small-Cap 600 Growth ETF worth $200K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Institute for Wealth Management position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #516 holding.
Institute for Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and has held it in 2 quarters since.
Institute for Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $554K in Q2 2017.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.