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

SIMA 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 Q2	$83.3K	Sell	466 -70	-13%	-$11.3K	0.06%	68
2026 Q1	$77.6K	Hold	536	–	–	0.06%	71
2025 Q4	$75.7K	Sell	536 -23	-4%	-$3.25K	0.06%	68
2025 Q3	$79.1K	Hold	559	–	–	0.06%	68
2025 Q2	$74.4K	Hold	559	–	–	0.06%	69
2025 Q1	$69.6K	Hold	559	–	–	0.06%	79
2024 Q4	$75.7K	Hold	559	–	–	0.06%	75
2024 Q3	$78K	Hold	559	–	–	0.07%	71
2024 Q2	$71.8K	Buy	+559	New	+$71.5K	0.07%	73

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

SIMA Wealth Partners's IJT Position: Q2 2026 in Review

SIMA Wealth Partners reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 13% in Q2 2026, selling an estimated $11.3K and leaving 466 shares worth $83.3K. The position accounts for 0.06% of the portfolio, ranked #68.

SIMA Wealth Partners first reported a position in IJT in Q2 2024 and has held it in 9 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

SIMA Wealth Partners held 466 shares of iShares S&P Small-Cap 600 Growth ETF worth $83.3K as of Q2 2026.
SIMA Wealth Partners sold 70 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $11.3K.
iShares S&P Small-Cap 600 Growth ETF made up 0.06% of SIMA Wealth Partners's portfolio in Q2 2026, its #68 holding.
SIMA Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2024 and has held it in 9 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.