N.E.W. Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

N.E.W. Advisory Services’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	$151K	Sell	846 -407	-32%	-$66K	0.01%	250
2026 Q1	$181K	Buy	1,253 +1	+0.1%	+$148	0.01%	222
2025 Q4	$177K	Hold	1,252	–	–	0.01%	214
2025 Q3	$177K	Buy	1,252 +1	+0.1%	+$138	0.02%	196
2025 Q2	$166K	Sell	1,251 -427	-25%	-$53.5K	0.02%	200
2025 Q1	$209K	Buy	+1,678	New	+$224K	0.02%	197
2022 Q2	–	Sell	-3,264	Closed	-$419K	–	143
2022 Q1	$419K	Buy	3,264 +1,146	+54%	+$144K	0.08%	85
2021 Q4	$294K	Sell	2,118 -135	-6%	-$18.4K	0.04%	116
2021 Q3	$293K	Sell	2,253 -238	-10%	-$31.4K	0.05%	107
2021 Q2	$330K	Sell	2,491 -774	-24%	-$101K	0.06%	99
2021 Q1	$425K	Sell	3,265 -1,623	-33%	-$206K	0.08%	86
2020 Q4	$560K	Buy	+4,888	New	+$498K	0.12%	84
2019 Q4	$289K	Buy	+2,986	New	+$276K	0.09%	72

Other funds holding IJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

N.E.W. Advisory Services's IJT Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 32% in Q2 2026, selling an estimated $66K and leaving 846 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #250.

N.E.W. Advisory Services first reported a position in IJT in Q4 2019 and has held it in 13 quarters since. The position peaked at $560K in Q4 2020. 605 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

N.E.W. Advisory Services held 846 shares of iShares S&P Small-Cap 600 Growth ETF worth $151K as of Q2 2026.
N.E.W. Advisory Services sold 407 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $66K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #250 holding.
N.E.W. Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 13 quarters since.
N.E.W. Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $560K in Q4 2020.
605 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.