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NWAM LLC’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

NWAM LLC’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
Q1 		$652K Buy
4,506
+1
+0% +$148 0.04% 356
2025
Q4 		$673K Sell
4,505
-8
-0.2% -$1.13K 0.04% 345
2025
Q3 		$643K Sell
4,513
-289
-6% -$39.9K 0.03% 363
2025
Q2 		$642K Buy
+4,802
New +$602K 0.04% 343
2025
Q1 		– Sell
-5,556
Closed -$752K – 552
2024
Q4 		$752K Sell
5,556
-196
-3% -$27.7K 0.05% 308
2024
Q3 		$802K Buy
+5,752
New +$776K 0.05% 301
2024
Q2 		– Sell
-4,944
Closed -$642K – 333
2024
Q1 		$642K Buy
4,944
+518
+12% +$64.6K 0.05% 283
2023
Q4 		$554K Buy
4,426
+559
+14% +$62.7K 0.04% 323
2023
Q3 		$424K Sell
3,867
-436
-10% -$50.3K 0.04% 329
2023
Q2 		$495K Sell
4,303
-160
-4% -$17.5K 0.04% 332
2023
Q1 		$491K Sell
4,463
-923
-17% -$104K 0.05% 283
2022
Q4 		$582K Buy
5,386
+325
+6% +$35.7K 0.05% 291
2022
Q3 		$515K Buy
5,061
+968
+24% +$109K 0.05% 291
2022
Q2 		$438K Buy
4,093
+461
+13% +$52.3K 0.04% 328
2022
Q1 		$454K Buy
3,632
+149
+4% +$18.8K 0.03% 347
2021
Q4 		$484K Sell
3,483
-383
-10% -$52.1K 0.04% 337
2021
Q3 		$503K Hold
3,866
– – 0.05% 323
2021
Q2 		$513K Sell
3,866
-26
-0.7% -$3.38K 0.05% 306
2021
Q1 		$499K Sell
3,892
-647
-14% -$82.2K 0.05% 303
2020
Q4 		$518K Buy
+4,539
New +$463K 0.06% 267
2020
Q3 		– Sell
-5,332
Closed -$453K – 322
2020
Q2 		$453K Buy
5,332
+70
+1% +$5.46K 0.06% 256
2020
Q1 		$363 Buy
5,262
+980
+23% +$86.5K 0.01% 271
2019
Q4 		$414K Buy
4,282
+400
+10% +$36.9K 0.07% 247
2019
Q3 		$346K Sell
3,882
-48
-1% -$4.33K 0.06% 257
2019
Q2 		$359K Sell
3,930
-20
-0.5% -$1.8K 0.07% 247
2019
Q1 		$353K Sell
3,950
-15,702
-80% -$1.39M 0.08% 242
2018
Q4 		$1.58M Buy
19,652
+148
+0.8% +$13.2K 0.41% 54
2018
Q3 		$1.97M Buy
19,504
+16,384
+525% +$1.65M 0.44% 54
2018
Q2 		$295K Sell
3,120
-4,134
-57% -$379K 0.07% 263
2018
Q1 		$631K Buy
7,254
+170
+2% +$14.8K 0.16% 141
2017
Q4 		$603K Buy
7,084
+214
+3% +$17.9K 0.15% 147
2017
Q3 		$565K Buy
6,870
+3,120
+83% +$243K 0.15% 151
2017
Q2 		$292K Buy
+3,750
New +$288K 0.05% 230
2014
Q4 		– Sell
-8,102
Closed -$456K – 263
2014
Q3 		$456K Buy
8,102
+552
+7% +$32.2K 0.16% 145
2014
Q2 		$456K Sell
7,550
-116
-2% -$6.73K 0.14% 152
2014
Q1 		$456K Sell
7,666
-34,010
-82% -$2M 0.16% 139
2013
Q4 		$2.47M Sell
41,676
-6,398
-13% -$364K 1.31% 22
2013
Q3 		$2.6M Sell
48,074
-5,714
-11% -$298K 1.27% 21
2013
Q2 		$2.6M Buy
+53,788
New +$2.56M 1.32% 19

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NWAM LLC's IJT Position: Q1 2026 in Review

NWAM LLC increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.02% in Q1 2026, buying an estimated $148 and bringing the position to 4,506 shares worth $652K. The position accounts for 0.04% of the portfolio, ranked #356.

NWAM LLC first reported a position in IJT in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.6M in Q3 2013. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • NWAM LLC held 4,506 shares of iShares S&P Small-Cap 600 Growth ETF worth $652K as of Q1 2026.
  • NWAM LLC bought 1 iShares S&P Small-Cap 600 Growth ETF share in Q1 2026, an estimated $148.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of NWAM LLC's portfolio in Q1 2026, its #356 holding.
  • NWAM LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 39 quarters since.
  • NWAM LLC's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.6M in Q3 2013.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.