O'Shaughnessy Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

O'Shaughnessy Asset Management’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	$1.14M	Sell	6,371 -1,354	-18%	-$219K	0.01%	1188
2026 Q1	$1.12M	Buy	7,725 +142	+2%	+$21.1K	0.01%	1129
2025 Q4	$1.07M	Buy	7,583 +2,369	+45%	+$335K	0.01%	1108
2025 Q3	$738K	Buy	5,214 +4,467	+598%	+$617K	﹤0.01%	1279
2025 Q2	$99.4K	Sell	747 -254	-25%	-$31.8K	﹤0.01%	1958
2025 Q1	$125K	Buy	1,001 +550	+122%	+$73.6K	﹤0.01%	1859
2024 Q4	$61.1K	Buy	451 +217	+93%	+$30.7K	﹤0.01%	1916
2024 Q3	$32.8K	Buy	234 +3	+1%	+$405	﹤0.01%	1908
2024 Q2	$29.7K	Sell	231 -38	-14%	-$4.86K	﹤0.01%	1765
2024 Q1	$35.2K	Hold	269	–	–	﹤0.01%	1686
2023 Q4	$33.7K	Hold	269	–	–	﹤0.01%	1582
2023 Q3	$29.5K	Sell	269 -262	-49%	-$30.2K	﹤0.01%	1488
2023 Q2	$61K	Buy	531 +1	+0.2%	+$109	﹤0.01%	1336
2023 Q1	$58.3K	Buy	530 +235	+80%	+$26.5K	﹤0.01%	1341
2022 Q4	$31.9K	Hold	295	–	–	﹤0.01%	1285
2022 Q3	$30K	Hold	295	–	–	﹤0.01%	1248
2022 Q2	$31K	Hold	295	–	–	﹤0.01%	1179
2022 Q1	$37K	Buy	295 +19	+7%	+$2.4K	﹤0.01%	1183
2021 Q4	$38K	Hold	276	–	–	﹤0.01%	1181
2021 Q3	$36K	Hold	276	–	–	﹤0.01%	1767
2021 Q2	$37K	Buy	276 +184	+200%	+$23.9K	﹤0.01%	1674
2021 Q1	$12K	Buy	+92	New	+$11.7K	﹤0.01%	1753

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

O'Shaughnessy Asset Management's IJT Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 18% in Q2 2026, selling an estimated $219K and leaving 6,371 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1188.

O'Shaughnessy Asset Management first reported a position in IJT in Q1 2021 and has held it in 22 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

O'Shaughnessy Asset Management held 6,371 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.14M as of Q2 2026.
O'Shaughnessy Asset Management sold 1,354 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $219K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1188 holding.
O'Shaughnessy Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and has held it in 22 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.