Sequoia Financial Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Sequoia Financial 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	$915K	Buy	5,122 +75	+1%	+$12.2K	﹤0.01%	994
2026 Q1	$730K	Buy	5,047 +117	+2%	+$17.4K	﹤0.01%	1047
2025 Q4	$696K	Buy	4,930 +2,038	+70%	+$288K	﹤0.01%	1087
2025 Q3	$409K	Sell	2,892 -172	-6%	-$23.7K	﹤0.01%	1229
2025 Q2	$408K	Buy	3,064 +422	+16%	+$52.9K	﹤0.01%	1106
2025 Q1	$329K	Sell	2,642 -4,907	-65%	-$656K	﹤0.01%	1026
2024 Q4	$1.02M	Buy	7,549 +5,151	+215%	+$729K	0.01%	573
2024 Q3	$335K	Buy	2,398 +372	+18%	+$50.2K	﹤0.01%	919
2024 Q2	$260K	Buy	2,026 +3	+0.1%	+$384	﹤0.01%	959
2024 Q1	$264K	Sell	2,023 -8	-0.4%	-$998	﹤0.01%	920
2023 Q4	$254K	Buy	2,031 +133	+7%	+$14.9K	﹤0.01%	999
2023 Q3	$208K	Buy	1,898 +2	+0.1%	+$231	﹤0.01%	852
2023 Q2	$218K	Buy	+1,896	New	+$207K	﹤0.01%	833
2022 Q1	–	Sell	-1,533	Closed	-$213K	–	689
2021 Q4	$213K	Buy	+1,533	New	+$209K	0.01%	538

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

Sequoia Financial Advisors's IJT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.5% in Q2 2026, buying an estimated $12.2K and bringing the position to 5,122 shares worth $915K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Sequoia Financial Advisors first reported a position in IJT in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2024. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Sequoia Financial Advisors held 5,122 shares of iShares S&P Small-Cap 600 Growth ETF worth $915K as of Q2 2026.
Sequoia Financial Advisors bought 75 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $12.2K.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #994 holding.
Sequoia Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 14 quarters since.
Sequoia Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.02M in Q4 2024.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.