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

Schneider Downs Wealth Management 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
Q1 		$23.7M Buy
164,021
+4,505
+3% +$668K 2.62% 10
2025
Q4 		$22.5M Buy
159,516
+1,933
+1% +$274K 2.54% 10
2025
Q3 		$22.3M Buy
157,583
+5,417
+4% +$748K 2.65% 10
2025
Q2 		$20.2M Sell
152,166
-34,799
-19% -$4.36M 3.03% 9
2025
Q1 		$23.3M Buy
186,965
+23,937
+15% +$3.2M 4.22% 8
2024
Q4 		$22.1M Buy
163,028
+34,950
+27% +$4.94M 4.15% 7
2024
Q3 		$17.9M Buy
128,078
+7,014
+6% +$946K 3.66% 7
2024
Q2 		$15.5M Buy
121,064
+4,720
+4% +$604K 3.46% 8
2024
Q1 		$15.2M Buy
116,344
+8,513
+8% +$1.06M 3.51% 7
2023
Q4 		$13.5M Buy
107,831
+7,037
+7% +$789K 3.51% 7
2023
Q3 		$11.1M Buy
100,794
+6,182
+7% +$713K 2.56% 10
2023
Q2 		$10.9M Sell
94,612
-930
-1% -$102K 2.48% 11
2023
Q1 		$10.5M Buy
95,542
+3,756
+4% +$424K 2.16% 11
2022
Q4 		$9.92M Buy
+91,786
New +$10.1M 2.17% 11

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's IJT Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.8% in Q1 2026, buying an estimated $668K and bringing the position to 164,021 shares worth $23.7M. The position accounts for 2.62% of the portfolio, ranked #10.

Schneider Downs Wealth Management Advisors first reported a position in IJT in Q4 2022 and has held it in 14 quarters since. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 164,021 shares of iShares S&P Small-Cap 600 Growth ETF worth $23.7M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors bought 4,505 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $668K.
  • iShares S&P Small-Cap 600 Growth ETF made up 2.62% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #10 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.