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

Operose 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	$841K	Hold	4,707	–	–	0.16%	70
2026 Q1	$681K	Sell	4,707 -63	-1%	-$9.35K	0.16%	74
2025 Q4	$673K	Hold	4,770	–	–	0.16%	72
2025 Q3	$675K	Buy	4,770 +1	+0%	+$138	0.17%	67
2025 Q2	$634K	Hold	4,769	–	–	0.18%	66
2025 Q1	$594K	Buy	4,769 +41	+0.9%	+$5.48K	0.2%	68
2024 Q4	$640K	Sell	4,728 -77	-2%	-$10.9K	0.22%	64
2024 Q3	$670K	Buy	4,805 +754	+19%	+$102K	0.22%	68
2024 Q2	$520K	Hold	4,051	–	–	0.18%	76
2024 Q1	$530K	Buy	+4,051	New	+$506K	0.18%	79

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

Operose Advisors's IJT Position: Q2 2026 in Review

Operose Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 4,707 shares worth $841K. The position accounts for 0.16% of the portfolio, ranked #70.

Operose Advisors first reported a position in IJT in Q1 2024 and has held it in 10 quarters since. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Operose Advisors held 4,707 shares of iShares S&P Small-Cap 600 Growth ETF worth $841K as of Q2 2026.
Operose Advisors 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 0.16% of Operose Advisors's portfolio in Q2 2026, its #70 holding.
Operose Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 10 quarters since.
818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.