Mosaic Family Wealth Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Mosaic Family Wealth Partners’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	$252K	Hold	1,408	–	–	0.02%	379
2026 Q1	$204K	Sell	1,408 -20	-1%	-$2.97K	0.02%	271
2025 Q4	$202K	Buy	1,428 +1	+0.1%	+$142	0.02%	231
2025 Q3	$202K	Buy	+1,427	New	+$197K	0.02%	226
2024 Q4	–	Sell	-1,496	Closed	-$209K	–	218
2024 Q3	$209K	Buy	+1,496	New	+$202K	0.03%	197

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

Mosaic Family Wealth Partners's IJT Position: Q2 2026 in Review

Mosaic Family Wealth Partners held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,408 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #379.

Mosaic Family Wealth Partners first reported a position in IJT in Q3 2024 and has held it in 5 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Mosaic Family Wealth Partners held 1,408 shares of iShares S&P Small-Cap 600 Growth ETF worth $252K as of Q2 2026.
Mosaic Family Wealth Partners left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #379 holding.
Mosaic Family Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 5 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.