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

Sequent Asset 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	$1.23M	Buy	6,877 +1,628	+31%	+$264K	0.52%	32
2026 Q1	$760K	Hold	5,249	–	–	0.36%	40
2025 Q4	$741K	Buy	5,249 +875	+20%	+$124K	0.33%	44
2025 Q3	$619K	Hold	4,374	–	–	0.29%	46
2025 Q2	$582K	Sell	4,374 -875	-17%	-$110K	0.46%	38
2025 Q1	$654K	Sell	5,249 -268	-5%	-$35.8K	0.36%	42
2024 Q4	$747K	Sell	5,517 -106	-2%	-$15K	0.37%	36
2024 Q3	$784K	Sell	5,623 -1,632	-22%	-$220K	0.39%	34
2024 Q2	$932K	Hold	7,255	–	–	0.47%	32
2024 Q1	$949K	Sell	7,255 -665	-8%	-$83K	0.5%	27
2023 Q4	$991K	Sell	7,920 -217	-3%	-$24.3K	0.57%	25
2023 Q3	$892K	Buy	8,137 +420	+5%	+$48.4K	0.98%	20
2023 Q2	$887K	Buy	+7,717	New	+$843K	0.96%	20

Other funds holding IJT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Sequent Asset Management's IJT Position: Q2 2026 in Review

Sequent Asset Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 31% in Q2 2026, buying an estimated $264K and bringing the position to 6,877 shares worth $1.23M. The position accounts for 0.52% of the portfolio, ranked #32.

Sequent Asset Management first reported a position in IJT in Q2 2023 and has held it in 13 quarters since. 368 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Sequent Asset Management held 6,877 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.23M as of Q2 2026.
Sequent Asset Management bought 1,628 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $264K.
iShares S&P Small-Cap 600 Growth ETF made up 0.52% of Sequent Asset Management's portfolio in Q2 2026, its #32 holding.
Sequent Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2023 and has held it in 13 quarters since.
368 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Sequent Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.