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

Perfromance 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	$825K	Hold	4,622	–	–	0.02%	104
2026 Q1	$669K	Hold	4,622	–	–	0.02%	105
2025 Q4	$652K	Hold	4,622	–	–	0.02%	105
2025 Q3	$654K	Hold	4,622	–	–	0.02%	98
2025 Q2	$615K	Hold	4,622	–	–	0.02%	92
2025 Q1	$575K	Hold	4,622	–	–	0.02%	84
2024 Q4	$626K	Hold	4,622	–	–	0.02%	89
2024 Q3	$645K	Hold	4,622	–	–	0.02%	86
2024 Q2	$594K	Hold	4,622	–	–	0.02%	77
2024 Q1	$604K	Hold	4,622	–	–	0.03%	83
2023 Q4	$578K	Hold	4,622	–	–	0.03%	95
2023 Q3	$507K	Hold	4,622	–	–	0.02%	103
2023 Q2	$526K	Hold	4,622	–	–	0.02%	109
2023 Q1	$508K	Hold	4,622	–	–	0.03%	109
2022 Q4	$500K	Hold	4,622	–	–	0.03%	103
2022 Q3	$470K	Hold	4,622	–	–	0.03%	101
2022 Q2	$487K	Hold	4,622	–	–	0.03%	100
2022 Q1	$578K	Hold	4,622	–	–	0.03%	100
2021 Q4	$642K	Buy	+4,622	New	+$629K	0.03%	104

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

Perfromance Wealth Partners's IJT Position: Q2 2026 in Review

Perfromance Wealth Partners held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 4,622 shares worth $825K. The position accounts for 0.02% of the portfolio, ranked #104.

Perfromance Wealth Partners first reported a position in IJT in Q4 2021 and has held it in 19 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Perfromance Wealth Partners held 4,622 shares of iShares S&P Small-Cap 600 Growth ETF worth $825K as of Q2 2026.
Perfromance Wealth Partners 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 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #104 holding.
Perfromance 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.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.