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OneDigital Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

OneDigital Investment Advisors’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 		$2.78M Sell
15,589
-59
-0.4% -$9.56K 0.02% 425
2026
Q1 		$2.26M Buy
15,648
+2,087
+15% +$310K 0.02% 443
2025
Q4 		$1.91M Buy
13,561
+265
+2% +$37.5K 0.02% 472
2025
Q3 		$1.88M Sell
13,296
-1,082
-8% -$149K 0.02% 455
2025
Q2 		$1.91M Sell
14,378
-5,667
-28% -$710K 0.02% 441
2025
Q1 		$2.5M Sell
20,045
-1,518
-7% -$203K 0.03% 351
2024
Q4 		$2.92M Sell
21,563
-1,199
-5% -$170K 0.03% 340
2024
Q3 		$3.18M Sell
22,762
-345
-1% -$46.5K 0.04% 333
2024
Q2 		$2.97M Buy
23,107
+3,521
+18% +$450K 0.04% 329
2024
Q1 		$2.56M Sell
19,586
-287
-1% -$35.8K 0.04% 283
2023
Q4 		$2.49M Buy
19,873
+1,646
+9% +$185K 0.04% 275
2023
Q3 		$2M Buy
18,227
+3,713
+26% +$428K 0.04% 285
2023
Q2 		$1.67M Buy
14,514
+6,414
+79% +$701K 0.04% 309
2023
Q1 		$890K Buy
8,100
+2,271
+39% +$256K 0.02% 421
2022
Q4 		$630K Buy
5,829
+694
+14% +$76.3K 0.02% 462
2022
Q3 		$522K Buy
5,135
+1,254
+32% +$141K 0.02% 444
2022
Q2 		$409K Buy
+3,881
New +$440K 0.02% 479
2021
Q3 		– Sell
-2,013
Closed -$267K – 792
2021
Q2 		$267K Hold
2,013
– – 0.01% 588
2021
Q1 		$258K Buy
+2,013
New +$256K 0.01% 548
2018
Q3 		– Sell
-128
Closed -$12K – 1103
2018
Q2 		$12K Buy
+128
New +$11.7K ﹤0.01% 988
2017
Q3 		– Sell
-1,260
Closed -$98K – 1095
2017
Q2 		$98K Buy
+1,260
New +$96.9K 0.03% 319

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OneDigital Investment Advisors's IJT Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.38% in Q2 2026, selling an estimated $9.56K and leaving 15,589 shares worth $2.78M. The position accounts for 0.02% of the portfolio, ranked #425.

OneDigital Investment Advisors first reported a position in IJT in Q2 2017 and has held it in 21 quarters since. The position peaked at $3.18M in Q3 2024. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • OneDigital Investment Advisors held 15,589 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.78M as of Q2 2026.
  • OneDigital Investment Advisors sold 59 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $9.56K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #425 holding.
  • OneDigital Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and has held it in 21 quarters since.
  • OneDigital Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.18M in Q3 2024.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.