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

Mosley 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 		$39.4K Sell
221
-1,037
-82% -$168K 0.01% 274
2026
Q1 		$178K Buy
+1,258
New +$187K 0.08% 155

Other funds holding IJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 82% in Q2 2026, selling an estimated $168K and leaving 221 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #274.

Mosley Wealth Management first reported a position in IJT in Q1 2026 and has held it in 2 quarters since. The position peaked at $178K in Q1 2026. 541 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Mosley Wealth Management held 221 shares of iShares S&P Small-Cap 600 Growth ETF worth $39.4K as of Q2 2026.
  • Mosley Wealth Management sold 1,037 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $168K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #274 holding.
  • Mosley Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $178K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.