SageView Advisory Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-1,085	Closed	-$153K	–	1450
2025 Q4	$153K	Buy	+1,085	New	+$154K	0.01%	682
2024 Q1	–	Sell	-1,743	Closed	-$217K	–	625
2023 Q4	$217K	Buy	+1,743	New	+$196K	0.01%	595

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SageView Advisory Group's IJT Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 1,085 shares — an estimated $153K sold.

SageView Advisory Group first reported a position in IJT in Q4 2023 and held it in 2 quarters. The position peaked at $217K in Q4 2023. 763 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

SageView Advisory Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,085 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $153K.
SageView Advisory Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 2 quarters.
SageView Advisory Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $217K in Q4 2023.
763 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.