JWCA
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J.W. Cole Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

J.W. Cole 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 		$3.03M Buy
+16,946
New +$2.75M 0.05% 359
2026
Q1 		– Sell
-16,291
Closed -$2.21M – 1101
2025
Q4 		$2.21M Buy
16,291
+372
+2% +$52.7K 0.05% 357
2025
Q3 		$2.25M Sell
15,919
-759
-5% -$105K 0.04% 408
2025
Q2 		$2.22M Buy
16,678
+606
+4% +$75.9K 0.05% 384
2025
Q1 		$2M Sell
16,072
-31,360
-66% -$4.19M 0.06% 321
2024
Q4 		$6.42M Buy
47,432
+1,133
+2% +$160K 0.26% 80
2024
Q3 		$6.46M Buy
46,299
+550
+1% +$74.2K 0.27% 77
2024
Q2 		$5.88M Buy
45,749
+86
+0.2% +$11K 0.28% 76
2024
Q1 		$5.97M Buy
45,663
+27,449
+151% +$3.43M 0.3% 68
2023
Q4 		$2.28M Buy
18,214
+2,746
+18% +$308K 0.13% 176
2023
Q3 		$1.7M Buy
15,468
+404
+3% +$46.6K 0.13% 179
2023
Q2 		$1.73M Buy
15,064
+251
+2% +$27.4K 0.12% 184
2023
Q1 		$1.63M Sell
14,813
-162
-1% -$18.3K 0.12% 202
2022
Q4 		$1.62M Sell
14,975
-2,629
-15% -$289K 0.12% 194
2022
Q3 		$1.79M Buy
17,604
+276
+2% +$31K 0.15% 162
2022
Q2 		$1.82M Sell
17,328
-10,703
-38% -$1.21M 0.15% 166
2022
Q1 		$3.51M Sell
28,031
-3,444
-11% -$434K 0.24% 103
2021
Q4 		$4.37M Buy
+31,475
New +$4.28M 0.28% 77
2021
Q3 		– Sell
-28,037
Closed -$3.72M – 592
2021
Q2 		$3.72M Buy
28,037
+74
+0.3% +$9.63K 0.29% 81
2021
Q1 		$3.59M Buy
27,963
+3,837
+16% +$488K 0.35% 64
2020
Q4 		$2.75M Buy
24,126
+16,642
+222% +$1.7M 0.29% 84
2020
Q3 		$660K Sell
7,484
-13,036
-64% -$1.17M 0.05% 347
2020
Q2 		$1.74M Buy
20,520
+16,962
+477% +$1.32M 0.26% 110
2020
Q1 		$245K Sell
3,558
-15,444
-81% -$1.36M 0.47% 66
2019
Q4 		$1.84M Buy
+19,002
New +$1.75M 0.23% 119

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

J.W. Cole Advisors's IJT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 16,946 shares worth $3.03M. The stake represents 0.05% of the portfolio and ranks #359 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IJT as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IJT in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.46M in Q3 2024. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • J.W. Cole Advisors held 16,946 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.03M as of Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #359 holding.
  • J.W. Cole Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $6.46M in Q3 2024.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.