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

Kingsview 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 		$1.16M Buy
6,511
+1,049
+19% +$170K 0.01% 708
2026
Q1 		$790K Sell
5,462
-877
-14% -$130K 0.01% 748
2025
Q4 		$895K Buy
6,339
+24
+0.4% +$3.4K 0.01% 672
2025
Q3 		$894K Sell
6,315
-69
-1% -$9.52K 0.01% 641
2025
Q2 		$849K Sell
6,384
-43
-0.7% -$5.39K 0.01% 631
2025
Q1 		$800K Sell
6,427
-2,514
-28% -$336K 0.02% 602
2024
Q4 		$1.21M Buy
8,941
+42
+0.5% +$5.94K 0.02% 505
2024
Q3 		$1.24M Buy
8,899
+47
+0.5% +$6.34K 0.03% 483
2024
Q2 		$1.14M Buy
8,852
+79
+0.9% +$10.1K 0.03% 474
2024
Q1 		$1.15M Buy
8,773
+100
+1% +$12.5K 0.03% 463
2023
Q4 		$1.09M Sell
8,673
-193
-2% -$21.6K 0.03% 446
2023
Q3 		$972K Buy
8,866
+83
+0.9% +$9.57K 0.03% 443
2023
Q2 		$1.01M Buy
8,783
+40
+0.5% +$4.37K 0.04% 406
2023
Q1 		$961K Buy
8,743
+2,823
+48% +$318K 0.04% 416
2022
Q4 		$640K Buy
5,920
+56
+1% +$6.16K 0.03% 445
2022
Q3 		$596K Sell
5,864
-32
-0.5% -$3.59K 0.03% 458
2022
Q2 		$621K Sell
5,896
-101
-2% -$11.4K 0.03% 487
2022
Q1 		$750K Sell
5,997
-91
-1% -$11.5K 0.03% 476
2021
Q4 		$845K Buy
6,088
+2,554
+72% +$348K 0.04% 448
2021
Q3 		$460K Buy
3,534
+604
+21% +$79.6K 0.02% 571
2021
Q2 		$390K Buy
2,930
+485
+20% +$63.1K 0.02% 628
2021
Q1 		$319K Sell
2,445
-40
-2% -$5.08K 0.02% 623
2020
Q4 		$284K Buy
2,485
+21
+0.9% +$2.14K 0.02% 566
2020
Q3 		$217K Hold
2,464
– – 0.02% 558
2020
Q2 		$209K Buy
+2,464
New +$192K 0.02% 523
2020
Q1 		– Sell
-2,476
Closed -$239K – 542
2019
Q4 		$239K Buy
+2,476
New +$229K 0.03% 413

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

Kingsview Wealth Management's IJT Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 19% in Q2 2026, buying an estimated $170K and bringing the position to 6,511 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #708.

Kingsview Wealth Management first reported a position in IJT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.24M in Q3 2024. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Kingsview Wealth Management held 6,511 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.16M as of Q2 2026.
  • Kingsview Wealth Management bought 1,049 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $170K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #708 holding.
  • Kingsview Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Kingsview Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.24M 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 Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.