Nalls Sherbakoff Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Nalls Sherbakoff Group’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	$105K	Hold	588	–	–	0.07%	132
2026 Q1	$85.1K	Hold	588	–	–	0.06%	148
2025 Q4	$83K	Hold	588	–	–	0.06%	159
2025 Q3	$83.2K	Hold	588	–	–	0.06%	161
2025 Q2	$78.2K	Hold	588	–	–	0.06%	159
2025 Q1	$73.2K	Buy	+588	New	+$78.6K	0.06%	153
2023 Q4	$73.6K	Sell	588 -142	-19%	-$15.9K	0.07%	138
2023 Q3	$80.1K	Hold	730	–	–	0.08%	126
2023 Q2	$78K	Hold	730	–	–	0.08%	128
2023 Q1	$79K	Buy	+730	New	+$82.3K	0.08%	132
2018 Q4	$71K	Buy	+880	New	+$78.4K	0.11%	108

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

Nalls Sherbakoff Group's IJT Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 588 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #132.

Nalls Sherbakoff Group first reported a position in IJT in Q4 2018 and has held it in 11 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Nalls Sherbakoff Group held 588 shares of iShares S&P Small-Cap 600 Growth ETF worth $105K as of Q2 2026.
Nalls Sherbakoff Group 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 0.07% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #132 holding.
Nalls Sherbakoff Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 11 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.