MPWM Advisory Solutions’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

MPWM Advisory Solutions’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	$32.1K	Hold	180	–	–	0.01%	240
2026 Q1	$26K	Hold	180	–	–	0.01%	253
2025 Q4	$25.4K	Hold	180	–	–	0.01%	231
2025 Q3	$25.5K	Hold	180	–	–	0.02%	217
2025 Q2	$23.9K	Hold	180	–	–	0.02%	220
2025 Q1	$22.4K	Hold	180	–	–	0.02%	221
2024 Q4	$24.4K	Buy	+180	New	+$25.5K	0.02%	215

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

MPWM Advisory Solutions's IJT Position: Q2 2026 in Review

MPWM Advisory Solutions held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 180 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #240.

MPWM Advisory Solutions first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

MPWM Advisory Solutions held 180 shares of iShares S&P Small-Cap 600 Growth ETF worth $32.1K as of Q2 2026.
MPWM Advisory Solutions 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 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #240 holding.
MPWM Advisory Solutions first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.