Lake Street Private Wealth’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Lake Street Private Wealth’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	$12.2M	Buy	68,525 +175	+0.3%	+$28.4K	1.4%	15
2026 Q1	$9.89M	Sell	68,350 -1,804	-3%	-$268K	1.26%	18
2025 Q4	$9.9M	Buy	70,154 +6,389	+10%	+$904K	1.21%	18
2025 Q3	$9.02M	Buy	63,765 +1,473	+2%	+$203K	1.16%	21
2025 Q2	$8.29M	Sell	62,292 -381	-0.6%	-$47.7K	1.18%	17
2025 Q1	$7.8M	Buy	62,673 +1,168	+2%	+$156K	1.27%	15
2024 Q4	$8.33M	Buy	61,505 +15,917	+35%	+$2.25M	1.33%	15
2024 Q3	$6.36M	Buy	45,588 +18,304	+67%	+$2.47M	1.02%	22
2024 Q2	$3.5M	Buy	27,284 +882	+3%	+$113K	0.45%	56
2024 Q1	$3.45M	Buy	+26,402	New	+$3.29M	0.48%	58

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

Lake Street Private Wealth's IJT Position: Q2 2026 in Review

Lake Street Private Wealth increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.26% in Q2 2026, buying an estimated $28.4K and bringing the position to 68,525 shares worth $12.2M. The position accounts for 1.4% of the portfolio, ranked #15.

Lake Street Private Wealth first reported a position in IJT in Q1 2024 and has held it in 10 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Lake Street Private Wealth held 68,525 shares of iShares S&P Small-Cap 600 Growth ETF worth $12.2M as of Q2 2026.
Lake Street Private Wealth bought 175 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $28.4K.
iShares S&P Small-Cap 600 Growth ETF made up 1.4% of Lake Street Private Wealth's portfolio in Q2 2026, its #15 holding.
Lake Street Private Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 10 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.