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

Logan Capital 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	$112K	Buy	+626	New	+$101K	﹤0.01%	290
2025 Q4	–	Sell	-626	Closed	-$88.6K	–	373
2025 Q3	$88.6K	Buy	626 +34	+6%	+$4.69K	﹤0.01%	294
2025 Q2	$78.8K	Sell	592 -173	-23%	-$21.7K	﹤0.01%	292
2025 Q1	$95.2K	Buy	765 +36	+5%	+$4.82K	﹤0.01%	310
2024 Q4	$98.7K	Hold	729	–	–	﹤0.01%	315
2024 Q3	$102K	Hold	729	–	–	﹤0.01%	317
2024 Q2	$93.6K	Sell	729 -99	-12%	-$12.7K	﹤0.01%	317
2024 Q1	$108K	Hold	828	–	–	﹤0.01%	313
2023 Q4	$104K	Hold	828	–	–	﹤0.01%	326
2023 Q3	$90.8K	Hold	828	–	–	﹤0.01%	323
2023 Q2	$95.2K	Hold	828	–	–	﹤0.01%	315
2023 Q1	$91K	Sell	828 -6,307	-88%	-$711K	﹤0.01%	325
2022 Q4	$771K	Buy	7,135 +6,307	+762%	+$693K	0.04%	229
2022 Q3	$84K	Hold	828	–	–	0.01%	313
2022 Q2	$87K	Buy	828 +6	+0.7%	+$680	0.01%	320
2022 Q1	$103K	Hold	822	–	–	0.01%	317
2021 Q4	$114K	Hold	822	–	–	﹤0.01%	318
2021 Q3	$108K	Hold	822	–	–	0.01%	313
2021 Q2	$109K	Hold	822	–	–	0.01%	309
2021 Q1	$105K	Buy	+822	New	+$104K	0.01%	307

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

Logan Capital Management's IJT Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 626 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IJT as recently as Q3 2025.

Logan Capital Management first reported a position in IJT in Q1 2021 and has held it in 20 quarters since. The position peaked at $771K in Q4 2022. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Logan Capital Management held 626 shares of iShares S&P Small-Cap 600 Growth ETF worth $112K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Logan Capital Management position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #290 holding.
Logan Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and has held it in 20 quarters since.
Logan Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $771K in Q4 2022.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.