Kingswood Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Kingswood Wealth 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	$501K	Buy	2,806 +148	+6%	+$24K	0.02%	606
2026 Q1	$385K	Sell	2,658 -221	-8%	-$32.8K	0.02%	633
2025 Q4	$406K	Buy	2,879 +946	+49%	+$134K	0.02%	583
2025 Q3	$273K	Buy	1,933 +38	+2%	+$5.25K	0.02%	661
2025 Q2	$252K	Sell	1,895 -25	-1%	-$3.13K	0.02%	622
2025 Q1	$239K	Buy	1,920 +439	+30%	+$58.7K	0.02%	622
2024 Q4	$201K	Buy	+1,481	New	+$210K	0.02%	738

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingswood Wealth Advisors's IJT Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5.6% in Q2 2026, buying an estimated $24K and bringing the position to 2,806 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #606.

Kingswood Wealth Advisors first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Kingswood Wealth Advisors held 2,806 shares of iShares S&P Small-Cap 600 Growth ETF worth $501K as of Q2 2026.
Kingswood Wealth Advisors bought 148 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $24K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #606 holding.
Kingswood Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.