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

SOA Wealth 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	$6.33M	Sell	35,464 -6,612	-16%	-$1.07M	1.06%	21
2026 Q1	$6.09M	Sell	42,076 -1,821	-4%	-$270K	1.15%	21
2025 Q4	$6.2M	Sell	43,897 -2,452	-5%	-$347K	1.05%	21
2025 Q3	$6.56M	Sell	46,349 -3,439	-7%	-$475K	1.12%	21
2025 Q2	$6.62M	Sell	49,788 -7,235	-13%	-$906K	1.24%	18
2025 Q1	$7.1M	Sell	57,023 -384	-0.7%	-$51.4K	1.48%	16
2024 Q4	$7.77M	Sell	57,407 -1,057	-2%	-$150K	1.43%	16
2024 Q3	$8.16M	Sell	58,464 -1,333	-2%	-$180K	1.56%	14
2024 Q2	$7.68M	Sell	59,797 -3,287	-5%	-$420K	1.54%	14
2024 Q1	$8.25M	Sell	63,084 -2,346	-4%	-$293K	1.71%	13
2023 Q4	$8.19M	Sell	65,430 -3,871	-6%	-$434K	1.82%	11
2023 Q3	$7.6M	Sell	69,301 -4,451	-6%	-$513K	1.89%	11
2023 Q2	$8.48M	Sell	73,752 -2,465	-3%	-$269K	1.99%	10
2023 Q1	$8.38M	Sell	76,217 -829	-1%	-$93.5K	2.06%	9
2022 Q4	$8.33M	Buy	77,046 +3,897	+5%	+$428K	2.24%	8
2022 Q3	$7.44M	Buy	73,149 +4,838	+7%	+$543K	2.24%	9
2022 Q2	$7.19M	Buy	68,311 +9,569	+16%	+$1.08M	2.12%	9
2022 Q1	$7.35M	Buy	58,742 +383	+0.7%	+$48.3K	1.79%	12
2021 Q4	$8.11M	Buy	58,359 +10,721	+23%	+$1.46M	1.96%	10
2021 Q3	$6.19M	Buy	47,638 +7,895	+20%	+$1.04M	1.59%	13
2021 Q2	$5.27M	Sell	39,743 -7,928	-17%	-$1.03M	1.35%	18
2021 Q1	$6.11M	Sell	47,671 -1,152	-2%	-$146K	1.71%	15
2020 Q4	$6.49M	Buy	+48,823	New	+$4.98M	1.77%	12

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

SOA Wealth Advisors's IJT Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 16% in Q2 2026, selling an estimated $1.07M and leaving 35,464 shares worth $6.33M. The position accounts for 1.06% of the portfolio, ranked #21.

SOA Wealth Advisors first reported a position in IJT in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.48M in Q2 2023. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

SOA Wealth Advisors held 35,464 shares of iShares S&P Small-Cap 600 Growth ETF worth $6.33M as of Q2 2026.
SOA Wealth Advisors sold 6,612 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $1.07M.
iShares S&P Small-Cap 600 Growth ETF made up 1.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #21 holding.
SOA Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $8.48M in Q2 2023.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.