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John A. Wolfe & Associates’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

John A. Wolfe & Associates’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 		$3.53M Sell
19,744
-527
-3% -$85.4K 4.86% 6
2026
Q1 		$2.93M Sell
20,271
-394
-2% -$58.5K 4.51% 6
2025
Q4 		$2.92M Buy
+20,665
New +$2.92M 1.58% 10

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

John A. Wolfe & Associates's IJT Position: Q2 2026 in Review

John A. Wolfe & Associates reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.6% in Q2 2026, selling an estimated $85.4K and leaving 19,744 shares worth $3.53M. The position accounts for 4.86% of the portfolio, ranked #6.

John A. Wolfe & Associates first reported a position in IJT in Q4 2025 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • John A. Wolfe & Associates held 19,744 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.53M as of Q2 2026.
  • John A. Wolfe & Associates sold 527 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $85.4K.
  • iShares S&P Small-Cap 600 Growth ETF made up 4.86% of John A. Wolfe & Associates's portfolio in Q2 2026, its #6 holding.
  • John A. Wolfe & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.