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Laurel Wealth Advisors (North Carolina)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-1,008
Closed -$142K – 410
2025
Q4 		$142K Buy
+1,008
New +$143K 0.02% 214
2025
Q2 		– Sell
-1,008
Closed -$125K – 420
2025
Q1 		$125K Hold
1,008
– – 0.02% 215
2024
Q4 		$136K Hold
1,008
– – 0.02% 203
2024
Q3 		$140K Hold
1,008
– – 0.02% 208
2024
Q2 		$129K Hold
1,008
– – 0.02% 213
2024
Q1 		$132K Hold
1,008
– – 0.02% 213
2023
Q4 		$126K Buy
1,008
+4
+0.4% +$449 0.02% 207
2023
Q3 		$110K Hold
1,004
– – 0.02% 213
2023
Q2 		$115K Buy
1,004
+1
+0.1% +$109 0.02% 213
2023
Q1 		$110K Buy
1,003
+2
+0.2% +$226 0.02% 213
2022
Q4 		$108K Buy
1,001
+2
+0.2% +$220 0.02% 196
2022
Q3 		$102K Buy
999
+3
+0.3% +$337 0.03% 200
2022
Q2 		$105K Buy
996
+1
+0.1% +$113 0.03% 199
2022
Q1 		$125K Buy
995
+1
+0.1% +$126 0.03% 202
2021
Q4 		$138K Buy
994
+1
+0.1% +$136 0.03% 195
2021
Q3 		$129K Buy
993
+1
+0.1% +$132 0.03% 194
2021
Q2 		$132K Buy
992
+1
+0.1% +$130 0.03% 195
2021
Q1 		$127K Buy
991
+36
+4% +$4.57K 0.03% 189
2020
Q4 		$109K Buy
955
+1
+0.1% +$102 0.03% 188
2020
Q3 		$84K Buy
954
+2
+0.2% +$179 0.03% 196
2020
Q2 		$81K Hold
952
– – 0.03% 189
2020
Q1 		$66K Sell
952
-314
-25% -$27.7K 0.02% 194
2019
Q4 		$122K Sell
1,266
-178
-12% -$16.4K 0.04% 170
2019
Q3 		$129K Sell
1,444
-550
-28% -$49.6K 0.04% 163
2019
Q2 		$182K Buy
1,994
+552
+38% +$49.6K 0.06% 143
2019
Q1 		$129K Hold
1,442
– – 0.05% 159
2018
Q4 		$116K Buy
+1,442
New +$128K 0.05% 154

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IJT Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 1,008 shares — an estimated $142K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IJT in Q4 2018 and held it in 27 quarters. The position peaked at $182K in Q2 2019. 761 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,008 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $142K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $182K in Q2 2019.
  • 761 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.