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

Provenance Wealth 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	$536	Hold	3	–	–	﹤0.01%	570
2026 Q1	$434	Hold	3	–	–	﹤0.01%	401
2025 Q4	$423	Hold	3	–	–	﹤0.01%	410
2025 Q3	$425	Hold	3	–	–	﹤0.01%	428
2025 Q2	$399	Hold	3	–	–	﹤0.01%	413
2025 Q1	$374	Hold	3	–	–	﹤0.01%	521
2024 Q4	$406	Hold	3	–	–	﹤0.01%	542
2024 Q3	$418	Hold	3	–	–	﹤0.01%	585
2024 Q2	$385	Hold	3	–	–	﹤0.01%	503
2024 Q1	$392	Hold	3	–	–	﹤0.01%	530
2023 Q4	$375	Hold	3	–	–	﹤0.01%	585
2023 Q3	$329	Buy	+3	New	+$346	﹤0.01%	476

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

Provenance Wealth Advisors's IJT Position: Q2 2026 in Review

Provenance Wealth Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 3 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Provenance Wealth Advisors first reported a position in IJT in Q3 2023 and has held it in 12 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Provenance Wealth Advisors held 3 shares of iShares S&P Small-Cap 600 Growth ETF worth $536 as of Q2 2026.
Provenance Wealth 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 ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #570 holding.
Provenance Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2023 and has held it in 12 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.