Mount Yale Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Mount Yale Investment Advisors’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	$231K	Buy	+1,296	New	+$210K	﹤0.01%	1091
2023 Q1	–	Sell	-2,824	Closed	-$305K	–	505
2022 Q4	$305K	Buy	+2,824	New	+$310K	0.03%	350

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

Mount Yale Investment Advisors's IJT Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,296 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IJT as recently as Q4 2022.

Mount Yale Investment Advisors first reported a position in IJT in Q4 2022 and has held it in 2 quarters since. The position peaked at $305K in Q4 2022. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Mount Yale Investment Advisors held 1,296 shares of iShares S&P Small-Cap 600 Growth ETF worth $231K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Mount Yale Investment Advisors position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1091 holding.
Mount Yale Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 2 quarters since.
Mount Yale Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $305K 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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.