SWP
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ShoreHaven Wealth Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

ShoreHaven Wealth Partners’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 		– Sell
-2,103
Closed -$297K – 110
2025
Q4 		$297K Sell
2,103
-156
-7% -$22.1K 0.11% 84
2025
Q3 		$320K Hold
2,259
– – 0.12% 81
2025
Q2 		$301K Hold
2,259
– – 0.12% 78
2025
Q1 		$281K Sell
2,259
-117
-5% -$15.6K 0.13% 79
2024
Q4 		$322K Sell
2,376
-3
-0.1% -$424 0.15% 71
2024
Q3 		$332K Sell
2,379
-35
-1% -$4.72K 0.16% 64
2024
Q2 		$310K Buy
2,414
+10
+0.4% +$1.28K 0.16% 64
2024
Q1 		$314K Sell
2,404
-45
-2% -$5.62K 0.17% 66
2023
Q4 		$306K Sell
2,449
-142
-5% -$15.9K 0.19% 63
2023
Q3 		$284K Sell
2,591
-210
-7% -$24.2K 0.2% 59
2023
Q2 		$322K Sell
2,801
-4,592
-62% -$502K 0.22% 50
2023
Q1 		$813K Sell
7,393
-1,300
-15% -$147K 0.57% 36
2022
Q4 		$939K Sell
8,693
-347
-4% -$38.1K 0.66% 40
2022
Q3 		$919K Buy
9,040
+530
+6% +$59.5K 0.7% 36
2022
Q2 		$896K Buy
+8,510
New +$965K 0.64% 38

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ShoreHaven Wealth Partners's IJT Position: Q1 2026 in Review

ShoreHaven Wealth Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 2,103 shares — an estimated $297K sold.

ShoreHaven Wealth Partners first reported a position in IJT in Q2 2022 and held it in 15 quarters. The position peaked at $939K in Q4 2022. 761 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • ShoreHaven Wealth Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 2,103 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $297K.
  • ShoreHaven Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 15 quarters.
  • ShoreHaven Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $939K in Q4 2022.
  • 761 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.