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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

J.W. Cole Advisors's IJT Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 16,291 shares — an estimated $2.21M sold.

J.W. Cole Advisors first reported a position in IJT in Q4 2019 and held it in 24 quarters. The position peaked at $6.46M in Q3 2024. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 16,291 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $2.21M.
  • J.W. Cole Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 24 quarters.
  • J.W. Cole Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $6.46M in Q3 2024.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.