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

Principle 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 		$925K Sell
5,178
-30
-0.6% -$4.86K 0.05% 193
2026
Q1 		$754K Buy
5,208
+419
+9% +$62.2K 0.04% 197
2025
Q4 		$676K Sell
4,789
-1
-0% -$142 0.04% 200
2025
Q3 		$678K Sell
4,790
-367
-7% -$50.7K 0.04% 198
2025
Q2 		$686K Sell
5,157
-20,961
-80% -$2.63M 0.04% 196
2025
Q1 		$3.25M Buy
26,118
+2,785
+12% +$372K 0.23% 93
2024
Q4 		$3.16M Buy
23,333
+897
+4% +$127K 0.22% 97
2024
Q3 		$3.13M Buy
22,436
+5,980
+36% +$807K 0.22% 100
2024
Q2 		$2.11M Buy
16,456
+7,135
+77% +$913K 0.16% 118
2024
Q1 		$1.22M Buy
9,321
+631
+7% +$78.7K 0.1% 141
2023
Q4 		$1.09M Buy
8,690
+5,253
+153% +$589K 0.09% 149
2023
Q3 		$377K Sell
3,437
-232
-6% -$26.8K 0.04% 232
2023
Q2 		$422K Sell
3,669
-490
-12% -$53.5K 0.04% 220
2023
Q1 		$457K Sell
4,159
-289
-6% -$32.6K 0.05% 203
2022
Q4 		$481K Hold
4,448
– – 0.05% 197
2022
Q3 		$452K Buy
4,448
+692
+18% +$77.7K 0.04% 191
2022
Q2 		$396K Sell
3,756
-219
-6% -$24.8K 0.05% 214
2022
Q1 		$497K Sell
3,975
-469
-11% -$59.1K 0.05% 202
2021
Q4 		$617K Sell
4,444
-1,326
-23% -$181K 0.06% 181
2021
Q3 		$750K Hold
5,770
– – 0.09% 154
2021
Q2 		$765K Hold
5,770
– – 0.09% 154
2021
Q1 		$740K Buy
5,770
+28
+0.5% +$3.56K 0.09% 150
2020
Q4 		$656K Buy
+5,742
New +$585K 0.09% 152
2020
Q3 		– Sell
-484
Closed -$41K – 283
2020
Q2 		$41K Buy
+484
New +$37.7K 0.01% 297

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

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

Principle Wealth Partners reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.58% in Q2 2026, selling an estimated $4.86K and leaving 5,178 shares worth $925K. The position accounts for 0.05% of the portfolio, ranked #193.

Principle Wealth Partners first reported a position in IJT in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.25M in Q1 2025. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Principle Wealth Partners held 5,178 shares of iShares S&P Small-Cap 600 Growth ETF worth $925K as of Q2 2026.
  • Principle Wealth Partners sold 30 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $4.86K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.05% of Principle Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Principle Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Principle Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.25M in Q1 2025.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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