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

Nvest Wealth Strategies’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 		$3.39K Hold
19
– – ﹤0.01% 169
2026
Q1 		$2.75K Hold
19
– – ﹤0.01% 175
2025
Q4 		$2.68K Buy
+19
New +$2.69K ﹤0.01% 175

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

Nvest Wealth Strategies's IJT Position: Q2 2026 in Review

Nvest Wealth Strategies held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 19 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Nvest Wealth Strategies first reported a position in IJT in Q4 2025 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Nvest Wealth Strategies held 19 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.39K as of Q2 2026.
  • Nvest Wealth Strategies 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 Nvest Wealth Strategies's portfolio in Q2 2026, its #169 holding.
  • Nvest Wealth Strategies first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 541 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.