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

Lionshead 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 		$214K Buy
+1,200
New +$194K 0.14% 107
2025
Q1 		– Sell
-4,374
Closed -$592K – 103
2024
Q4 		$592K Buy
+4,374
New +$619K 0.43% 49

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

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

Lionshead Wealth Management opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,200 shares worth $214K. The stake represents 0.14% of the portfolio and ranks #107 among its holdings. This is a return to the name: Lionshead Wealth Management previously reported a position in IJT as recently as Q4 2024.

Lionshead Wealth Management first reported a position in IJT in Q4 2024 and has held it in 2 quarters since. The position peaked at $592K in Q4 2024. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Lionshead Wealth Management held 1,200 shares of iShares S&P Small-Cap 600 Growth ETF worth $214K as of Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new Lionshead Wealth Management position in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.14% of Lionshead Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Lionshead Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • Lionshead Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $592K in Q4 2024.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.