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

San Luis 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	$6.25M	Buy	35,009 +2,830	+9%	+$459K	0.94%	39
2026 Q1	$4.66M	Buy	32,179 +1,366	+4%	+$203K	0.77%	42
2025 Q4	$4.35M	Buy	30,813 +1,515	+5%	+$214K	0.73%	44
2025 Q3	$4.15M	Sell	29,298 -765	-3%	-$106K	0.75%	38
2025 Q2	$4M	Buy	+30,063	New	+$3.77M	0.86%	35
2022 Q2	–	Sell	-878	Closed	-$122K	–	249
2022 Q1	$122K	Buy	+878	New	+$111K	0.06%	185

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

San Luis Wealth Advisors's IJT Position: Q2 2026 in Review

San Luis Wealth Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 8.8% in Q2 2026, buying an estimated $459K and bringing the position to 35,009 shares worth $6.25M. The position accounts for 0.94% of the portfolio, ranked #39.

San Luis Wealth Advisors first reported a position in IJT in Q1 2022 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

San Luis Wealth Advisors held 35,009 shares of iShares S&P Small-Cap 600 Growth ETF worth $6.25M as of Q2 2026.
San Luis Wealth Advisors bought 2,830 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $459K.
iShares S&P Small-Cap 600 Growth ETF made up 0.94% of San Luis Wealth Advisors's portfolio in Q2 2026, its #39 holding.
San Luis Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and has held it in 6 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.