Private Wealth Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Private Wealth 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	$195K	Sell	1,090 -1,960	-64%	-$318K	0.02%	267
2026 Q1	$441K	Hold	3,050	–	–	0.05%	175
2025 Q4	$431K	Hold	3,050	–	–	0.05%	180
2025 Q3	$432K	Buy	3,050 +760	+33%	+$105K	0.05%	172
2025 Q2	$305K	Hold	2,290	–	–	0.04%	197
2025 Q1	$285K	Buy	+2,290	New	+$306K	0.04%	195

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

Private Wealth Asset Management's IJT Position: Q2 2026 in Review

Private Wealth Asset Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 64% in Q2 2026, selling an estimated $318K and leaving 1,090 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #267.

Private Wealth Asset Management first reported a position in IJT in Q1 2025 and has held it in 6 quarters since. The position peaked at $441K in Q1 2026. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Private Wealth Asset Management held 1,090 shares of iShares S&P Small-Cap 600 Growth ETF worth $195K as of Q2 2026.
Private Wealth Asset Management sold 1,960 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $318K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #267 holding.
Private Wealth Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $441K in Q1 2026.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.