IWC
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Integrated Wealth Concepts’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Integrated Wealth Concepts’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 		$3.75M Sell
20,979
-8,389
-29% -$1.36M 0.02% 599
2026
Q1 		$4.25M Buy
29,368
+3,399
+13% +$504K 0.03% 479
2025
Q4 		$3.67M Sell
25,969
-1,670
-6% -$236K 0.04% 372
2025
Q3 		$3.91M Buy
27,639
+1,729
+7% +$239K 0.04% 449
2025
Q2 		$3.45M Buy
25,910
+1,491
+6% +$187K 0.03% 448
2025
Q1 		$3.04M Buy
24,419
+3,823
+19% +$511K 0.04% 463
2024
Q4 		$2.79M Buy
20,596
+1,330
+7% +$188K 0.03% 450
2024
Q3 		$2.69M Buy
19,266
+359
+2% +$48.4K 0.03% 463
2024
Q2 		$2.43M Buy
18,907
+1,001
+6% +$128K 0.03% 453
2024
Q1 		$2.34M Buy
17,906
+6,574
+58% +$820K 0.03% 470
2023
Q4 		$1.42M Sell
11,332
-6,885
-38% -$772K 0.02% 598
2023
Q3 		$2M Sell
18,217
-2,270
-11% -$262K 0.04% 454
2023
Q2 		$2.35M Sell
20,487
-184
-0.9% -$20.1K 0.04% 401
2023
Q1 		$2.27M Buy
20,671
+15,606
+308% +$1.76M 0.05% 363
2022
Q4 		$547K Buy
5,065
+1,373
+37% +$151K 0.01% 635
2022
Q3 		$375K Buy
3,692
+1,321
+56% +$148K 0.01% 674
2022
Q2 		$250K Buy
2,371
+772
+48% +$87.5K 0.01% 808
2022
Q1 		$200K Sell
1,599
-242
-13% -$30.5K 0.01% 888
2021
Q4 		$256K Buy
1,841
+131
+8% +$17.8K 0.01% 845
2021
Q3 		$222K Sell
1,710
-212
-11% -$27.9K 0.01% 850
2021
Q2 		$255K Sell
1,922
-19
-1% -$2.47K 0.01% 702
2021
Q1 		$249K Buy
+1,941
New +$247K 0.01% 634
2020
Q1 		– Sell
-2,664
Closed -$257K – 449
2019
Q4 		$257K Hold
2,664
– – 0.02% 396
2019
Q3 		$238K Buy
2,664
+422
+19% +$38.1K 0.03% 362
2019
Q2 		$205K Buy
+2,242
New +$202K 0.03% 358

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

Integrated Wealth Concepts's IJT Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 29% in Q2 2026, selling an estimated $1.36M and leaving 20,979 shares worth $3.75M. The position accounts for 0.02% of the portfolio, ranked #599.

Integrated Wealth Concepts first reported a position in IJT in Q2 2019 and has held it in 25 quarters since. The position peaked at $4.25M in Q1 2026. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Integrated Wealth Concepts held 20,979 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.75M as of Q2 2026.
  • Integrated Wealth Concepts sold 8,389 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $1.36M.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #599 holding.
  • Integrated Wealth Concepts first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2019 and has held it in 25 quarters since.
  • Integrated Wealth Concepts's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.25M in Q1 2026.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.