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

Laurel Oak 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 		$495K Buy
2,769
+100
+4% +$16.2K 0.07% 207
2026
Q1 		$386K Buy
2,669
+742
+39% +$110K 0.06% 224
2025
Q4 		$272K Buy
+1,927
New +$273K 0.05% 283

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

Laurel Oak Wealth Management's IJT Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.7% in Q2 2026, buying an estimated $16.2K and bringing the position to 2,769 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #207.

Laurel Oak Wealth Management first reported a position in IJT in Q4 2025 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Laurel Oak Wealth Management held 2,769 shares of iShares S&P Small-Cap 600 Growth ETF worth $495K as of Q2 2026.
  • Laurel Oak Wealth Management bought 100 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $16.2K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Laurel Oak Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.