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

Sovereign 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 		$2.09M Buy
11,684
+17
+0.1% +$2.75K 0.39% 34
2026
Q1 		$1.69M Buy
11,667
+18
+0.2% +$2.67K 0.36% 34
2025
Q4 		$1.64M Buy
11,649
+34
+0.3% +$4.81K 0.41% 31
2025
Q3 		$1.64M Buy
11,615
+25
+0.2% +$3.45K 0.45% 28
2025
Q2 		$1.54M Buy
11,590
+153
+1% +$19.2K 0.42% 28
2025
Q1 		$1.5M Sell
11,437
-104
-0.9% -$13.9K 0.52% 28
2024
Q4 		$1.56M Buy
11,541
+30
+0.3% +$4.25K 0.46% 32
2024
Q3 		$1.61M Buy
11,511
+94
+0.8% +$12.7K 0.53% 29
2024
Q2 		$1.43M Sell
11,417
-20
-0.2% -$2.56K 0.53% 28
2024
Q1 		$1.5M Buy
11,437
+20
+0.2% +$2.5K 0.52% 29
2023
Q4 		$1.43M Buy
11,417
+67
+0.6% +$7.52K 0.53% 28
2023
Q3 		$1.24M Hold
11,350
– – 0.49% 28
2023
Q2 		$1.3M Buy
11,350
+29
+0.3% +$3.17K 0.49% 29
2023
Q1 		$1.24M Buy
11,321
+31
+0.3% +$3.5K 0.49% 29
2022
Q4 		$1.22M Buy
11,290
+78
+0.7% +$8.57K 0.51% 28
2022
Q3 		$1.14M Hold
11,212
– – 0.51% 28
2022
Q2 		$1.18M Buy
11,212
+24
+0.2% +$2.72K 0.51% 28
2022
Q1 		$1.4M Buy
11,188
+19
+0.2% +$2.4K 0.55% 25
2021
Q4 		$1.55M Buy
11,169
+49
+0.4% +$6.67K 0.6% 25
2021
Q3 		$1.45M Sell
11,120
-1,850
-14% -$244K 0.58% 26
2021
Q2 		$1.72M Buy
12,970
+25
+0.2% +$3.25K 0.65% 26
2021
Q1 		$1.66M Hold
12,945
– – 0.66% 26
2020
Q4 		$1.48M Sell
12,945
-54,841
-81% -$5.59M 0.6% 25
2020
Q3 		$5.98M Buy
67,786
+144
+0.2% +$12.9K 2.34% 11
2020
Q2 		$5.74M Buy
67,642
+11,396
+20% +$888K 2.61% 11
2020
Q1 		$3.88M Hold
56,246
– – 2.01% 12
2019
Q4 		$5.44M Buy
+56,246
New +$5.19M 2.47% 11

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

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

Sovereign Investment Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.15% in Q2 2026, buying an estimated $2.75K and bringing the position to 11,684 shares worth $2.09M. The position accounts for 0.39% of the portfolio, ranked #34.

Sovereign Investment Advisors first reported a position in IJT in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.98M in Q3 2020. 814 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Sovereign Investment Advisors held 11,684 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.09M as of Q2 2026.
  • Sovereign Investment Advisors bought 17 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $2.75K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.39% of Sovereign Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • Sovereign 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.
  • Sovereign Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $5.98M in Q3 2020.
  • 814 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.