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

Segment Wealth 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	$286K	Hold	1,600	–	–	0.01%	277
2026 Q1	$232K	Hold	1,600	–	–	0.01%	292
2025 Q4	$226K	Hold	1,600	–	–	0.01%	297
2025 Q3	$226K	Hold	1,600	–	–	0.01%	272
2025 Q2	$213K	Buy	+1,600	New	+$200K	0.01%	277
2025 Q1	–	Sell	-1,600	Closed	-$217K	–	284
2024 Q4	$217K	Hold	1,600	–	–	0.01%	255
2024 Q3	$223K	Hold	1,600	–	–	0.02%	250
2024 Q2	$205K	Hold	1,600	–	–	0.02%	252
2024 Q1	$209K	Hold	1,600	–	–	0.02%	246
2023 Q4	$200K	Buy	+1,600	New	+$179K	0.02%	244
2022 Q2	–	Sell	-1,600	Closed	-$200K	–	238
2022 Q1	$200K	Hold	1,600	–	–	0.02%	248
2021 Q4	$222K	Hold	1,600	–	–	0.02%	240
2021 Q3	$208K	Hold	1,600	–	–	0.02%	215
2021 Q2	$212K	Hold	1,600	–	–	0.03%	219
2021 Q1	$205K	Buy	+1,600	New	+$203K	0.03%	217

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

Segment Wealth Management's IJT Position: Q2 2026 in Review

Segment Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,600 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #277.

Segment Wealth Management first reported a position in IJT in Q1 2021 and has held it in 15 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Segment Wealth Management held 1,600 shares of iShares S&P Small-Cap 600 Growth ETF worth $286K as of Q2 2026.
Segment Wealth Management 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 Segment Wealth Management's portfolio in Q2 2026, its #277 holding.
Segment Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and has held it in 15 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.