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Sowell Financial Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Sowell Financial Services’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 		$6.98M Buy
39,094
+834
+2% +$135K 0.23% 96
2026
Q1 		$5.54M Sell
38,260
-1
-0% -$148 0.2% 105
2025
Q4 		$5.4M Buy
38,261
+6,739
+21% +$954K 0.2% 110
2025
Q3 		$4.46M Buy
31,522
+325
+1% +$44.9K 0.17% 118
2025
Q2 		$4.15M Buy
31,197
+1,219
+4% +$153K 0.17% 125
2025
Q1 		$3.73M Buy
29,978
+1,789
+6% +$239K 0.17% 126
2024
Q4 		$3.82M Buy
28,189
+16,843
+148% +$2.38M 0.2% 117
2024
Q3 		$1.58M Buy
+11,346
New +$1.53M 0.07% 273
2024
Q1 		– Sell
-10,349
Closed -$1.29M – 560
2023
Q4 		$1.29M Buy
+10,349
New +$1.16M 0.07% 291
2023
Q2 		– Sell
-6,816
Closed -$749K – 677
2023
Q1 		$749K Sell
6,816
-5,422
-44% -$611K 0.06% 349
2022
Q4 		$1.32M Buy
+12,238
New +$1.35M 0.09% 264
2021
Q2 		– Sell
-8,399
Closed -$1.09M – 1562
2021
Q1 		$1.09M Buy
8,399
+994
+13% +$126K 0.04% 391
2020
Q4 		$846K Sell
7,405
-77
-1% -$7.85K 0.04% 370
2020
Q3 		$660K Sell
7,482
-256
-3% -$22.9K 0.03% 392
2020
Q2 		$657K Sell
7,738
-684
-8% -$53.3K 0.04% 378
2020
Q1 		$580K Sell
8,422
-580
-6% -$51.2K 0.04% 361
2019
Q4 		$870K Buy
9,002
+2,188
+32% +$202K 0.07% 299
2019
Q3 		$608K Buy
+6,814
New +$615K 0.05% 354
2019
Q1 		$686K Sell
7,684
-778
-9% -$68.8K 0.08% 261
2018
Q4 		$683K Buy
+8,462
New +$754K 0.1% 218
2018
Q3 		– Sell
-27,534
Closed -$2.74M – 407
2018
Q2 		$2.74M Sell
27,534
-2,352
-8% -$216K 0.58% 44
2018
Q1 		$2.63M Buy
29,886
+9,818
+49% +$855K 0.66% 40
2017
Q4 		$1.76M Buy
20,068
+182
+0.9% +$15.2K 0.43% 62
2017
Q3 		$1.65M Buy
19,886
+168
+0.9% +$13.1K 0.43% 59
2017
Q2 		$1.53M Sell
19,718
-8,590
-30% -$661K 0.44% 57
2017
Q1 		$2.16M Buy
28,308
+3,024
+12% +$229K 0.64% 47
2016
Q4 		$1.96M Buy
+25,284
New +$1.78M 0.65% 44

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

Sowell Financial Services's IJT Position: Q2 2026 in Review

Sowell Financial Services increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.2% in Q2 2026, buying an estimated $135K and bringing the position to 39,094 shares worth $6.98M. The position accounts for 0.23% of the portfolio, ranked #96.

Sowell Financial Services first reported a position in IJT in Q4 2016 and has held it in 27 quarters since. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Sowell Financial Services held 39,094 shares of iShares S&P Small-Cap 600 Growth ETF worth $6.98M as of Q2 2026.
  • Sowell Financial Services bought 834 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $135K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.23% of Sowell Financial Services's portfolio in Q2 2026, its #96 holding.
  • Sowell Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and has held it in 27 quarters since.
  • 818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.