Oak Harbor Wealth Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Oak Harbor Wealth Partners’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	$20K	Sell	112 -189	-63%	-$30.6K	0.01%	193
2026 Q1	$43.6K	Buy	301 +189	+169%	+$28K	0.01%	227
2025 Q4	$15.8K	Hold	112	–	–	﹤0.01%	244
2025 Q3	$15.8K	Hold	112	–	–	﹤0.01%	230
2025 Q2	$14.9K	Hold	112	–	–	﹤0.01%	225
2025 Q1	$13.9K	Hold	112	–	–	﹤0.01%	235
2024 Q4	$15.2K	Hold	112	–	–	﹤0.01%	211
2024 Q3	$15.6K	Hold	112	–	–	﹤0.01%	204
2024 Q2	$14.4K	Hold	112	–	–	﹤0.01%	204
2024 Q1	$14.6K	Hold	112	–	–	﹤0.01%	207
2023 Q4	$14K	Hold	112	–	–	﹤0.01%	207
2023 Q3	$12.3K	Hold	112	–	–	﹤0.01%	210
2023 Q2	$12.9K	Hold	112	–	–	﹤0.01%	216
2023 Q1	$12.3K	Hold	112	–	–	﹤0.01%	209
2022 Q4	$12.1K	Hold	112	–	–	﹤0.01%	205
2022 Q3	$11K	Hold	112	–	–	﹤0.01%	200
2022 Q2	$12K	Hold	112	–	–	﹤0.01%	199
2022 Q1	$14K	Hold	112	–	–	﹤0.01%	214
2021 Q4	$16K	Buy	+112	New	+$15.2K	0.01%	216

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

Oak Harbor Wealth Partners's IJT Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 63% in Q2 2026, selling an estimated $30.6K and leaving 112 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #193.

Oak Harbor Wealth Partners first reported a position in IJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $43.6K in Q1 2026. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Oak Harbor Wealth Partners held 112 shares of iShares S&P Small-Cap 600 Growth ETF worth $20K as of Q2 2026.
Oak Harbor Wealth Partners sold 189 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $30.6K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #193 holding.
Oak Harbor Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $43.6K in Q1 2026.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.