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

Soltis Investment 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 		$3.12M Sell
17,475
-203
-1% -$32.9K 0.17% 124
2026
Q1 		$2.56M Buy
17,678
+585
+3% +$86.8K 0.16% 133
2025
Q4 		$2.41M Buy
17,093
+770
+5% +$109K 0.16% 128
2025
Q3 		$2.31M Sell
16,323
-134
-0.8% -$18.5K 0.16% 130
2025
Q2 		$2.19M Buy
16,457
+918
+6% +$115K 0.17% 123
2025
Q1 		$1.93M Sell
15,539
-10,635
-41% -$1.42M 0.17% 126
2024
Q4 		$3.54M Buy
26,174
+1,273
+5% +$180K 0.33% 86
2024
Q3 		$3.47M Buy
24,901
+838
+3% +$113K 0.34% 86
2024
Q2 		$3.09M Buy
24,063
+830
+4% +$106K 0.33% 88
2024
Q1 		$3.04M Buy
23,233
+664
+3% +$82.9K 0.34% 93
2023
Q4 		$2.82M Buy
22,569
+173
+0.8% +$19.4K 0.32% 91
2023
Q3 		$2.46M Buy
22,396
+788
+4% +$90.9K 0.32% 93
2023
Q2 		$2.48M Buy
21,608
+6,018
+39% +$657K 0.29% 92
2023
Q1 		$1.71M Buy
15,590
+548
+4% +$61.8K 0.22% 116
2022
Q4 		$1.63M Sell
15,042
-4,174
-22% -$459K 0.21% 110
2022
Q3 		$1.95M Sell
19,216
-391
-2% -$43.9K 0.29% 85
2022
Q2 		$2.06M Buy
19,607
+4,058
+26% +$460K 0.3% 80
2022
Q1 		$1.95M Sell
15,549
-997
-6% -$126K 0.27% 85
2021
Q4 		$2.3M Buy
16,546
+2,244
+16% +$305K 0.32% 66
2021
Q3 		$1.86M Buy
14,302
+15
+0.1% +$1.98K 0.29% 72
2021
Q2 		$1.9M Buy
14,287
+2,462
+21% +$320K 0.3% 70
2021
Q1 		$1.52M Buy
11,825
+2,536
+27% +$322K 0.28% 73
2020
Q4 		$1.06M Buy
9,289
+409
+5% +$41.7K 0.2% 86
2020
Q3 		$783K Buy
8,880
+1,526
+21% +$136K 0.18% 95
2020
Q2 		$624K Buy
7,354
+670
+10% +$52.2K 0.16% 100
2020
Q1 		$461K Sell
6,684
-450
-6% -$39.7K 0.14% 83
2019
Q4 		$690K Buy
+7,134
New +$659K 0.13% 66

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Soltis Investment Advisors's IJT Position: Q2 2026 in Review

Soltis Investment Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.1% in Q2 2026, selling an estimated $32.9K and leaving 17,475 shares worth $3.12M. The position accounts for 0.17% of the portfolio, ranked #124.

Soltis Investment Advisors first reported a position in IJT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.54M in Q4 2024. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Soltis Investment Advisors held 17,475 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.12M as of Q2 2026.
  • Soltis Investment Advisors sold 203 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $32.9K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.17% of Soltis Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Soltis Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.54M in Q4 2024.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.