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

Modera 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
Q1 		$1.44M Sell
9,922
-1,329
-12% -$197K 0.02% 293
2025
Q4 		$1.59M Sell
11,251
-109
-1% -$15.4K 0.02% 286
2025
Q3 		$1.61M Sell
11,360
-2,540
-18% -$351K 0.02% 282
2025
Q2 		$1.85M Buy
13,900
+1,209
+10% +$151K 0.02% 265
2025
Q1 		$1.58M Sell
12,691
-1,412
-10% -$189K 0.02% 269
2024
Q4 		$1.91M Sell
14,103
-93
-0.7% -$13.2K 0.02% 253
2024
Q3 		$1.98M Buy
14,196
+395
+3% +$53.3K 0.03% 233
2024
Q2 		$1.77M Buy
13,801
+1,750
+15% +$224K 0.03% 233
2024
Q1 		$1.58M Buy
12,051
+50
+0.4% +$6.24K 0.02% 252
2023
Q4 		$1.5M Sell
12,001
-8
-0.1% -$897 0.02% 245
2023
Q3 		$1.32M Sell
12,009
-318
-3% -$36.7K 0.02% 254
2023
Q2 		$1.42M Buy
12,327
+811
+7% +$88.6K 0.03% 256
2023
Q1 		$1.27M Sell
11,516
-2,536
-18% -$286K 0.05% 133
2022
Q4 		$1.52M Buy
14,052
+769
+6% +$84.5K 0.06% 109
2022
Q3 		$1.35M Sell
13,283
-1,544
-10% -$173K 0.07% 110
2022
Q2 		$1.56M Buy
14,827
+3,985
+37% +$452K 0.07% 108
2022
Q1 		$1.36M Buy
10,842
+2,358
+28% +$297K 0.06% 132
2021
Q4 		$1.18M Sell
8,484
-388
-4% -$52.8K 0.05% 158
2021
Q3 		$1.15M Sell
8,872
-27
-0.3% -$3.56K 0.06% 96
2021
Q2 		$1.18M Sell
8,899
-140
-2% -$18.2K 0.06% 95
2021
Q1 		$1.16M Sell
9,039
-1,243
-12% -$158K 0.08% 85
2020
Q4 		$1.17M Buy
10,282
+1,880
+22% +$192K 0.09% 82
2020
Q3 		$741K Sell
8,402
-332
-4% -$29.7K 0.11% 68
2020
Q2 		$741K Sell
8,734
-278
-3% -$21.7K 0.12% 67
2020
Q1 		$621K Sell
9,012
-1,708
-16% -$151K 0.13% 67
2019
Q4 		$1.04M Sell
10,720
-34
-0.3% -$3.14K 0.16% 50
2019
Q3 		$959K Sell
10,754
-1,064
-9% -$96K 0.16% 52
2019
Q2 		$1.08M Sell
11,818
-286
-2% -$25.7K 0.2% 47
2019
Q1 		$1.08M Sell
12,104
-2,408
-17% -$213K 0.2% 45
2018
Q4 		$1.17M Sell
14,512
-742
-5% -$66.1K 0.23% 39
2018
Q3 		$1.54M Buy
15,254
+1,546
+11% +$155K 0.31% 33
2018
Q2 		$1.29M Buy
13,708
+6,034
+79% +$554K 0.27% 34
2018
Q1 		$667K Sell
7,674
-864
-10% -$75.3K 0.14% 60
2017
Q4 		$726K Buy
8,538
+808
+10% +$67.6K 0.16% 58
2017
Q3 		$636K Buy
7,730
+1,794
+30% +$140K 0.14% 59
2017
Q2 		$463K Buy
5,936
+2,640
+80% +$203K 0.11% 64
2017
Q1 		$252K Buy
+3,296
New +$250K 0.06% 101
2016
Q4 		– Sell
-5,304
Closed -$364K – 109
2016
Q3 		$364K Buy
+5,304
New +$358K 0.12% 70

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Modera Wealth Management's IJT Position: Q1 2026 in Review

Modera Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 12% in Q1 2026, selling an estimated $197K and leaving 9,922 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #293.

Modera Wealth Management first reported a position in IJT in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.98M in Q3 2024. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Modera Wealth Management held 9,922 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.44M as of Q1 2026.
  • Modera Wealth Management sold 1,329 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $197K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Modera Wealth Management's portfolio in Q1 2026, its #293 holding.
  • Modera Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2016 and has held it in 38 quarters since.
  • Modera Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.98M in Q3 2024.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.