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

Spire Wealth Management’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 		$47.7K Sell
267
-33
-11% -$5.35K ﹤0.01% 1190
2026
Q1 		$43.4K Hold
300
– – ﹤0.01% 1206
2025
Q4 		$42.3K Sell
300
-124
-29% -$17.6K ﹤0.01% 1237
2025
Q3 		$60K Buy
424
+124
+41% +$17.1K ﹤0.01% 1171
2025
Q2 		$39.9K Sell
300
-63
-17% -$7.89K ﹤0.01% 1282
2025
Q1 		$45.2K Sell
363
-7
-2% -$936 ﹤0.01% 1321
2024
Q4 		$50K Sell
370
-14
-4% -$1.98K ﹤0.01% 1283
2024
Q3 		$53.6K Buy
384
+1
+0.3% +$135 ﹤0.01% 1109
2024
Q2 		$49.2K Buy
383
+20
+6% +$2.56K ﹤0.01% 1127
2024
Q1 		$47.5K Sell
363
-26
-7% -$3.25K ﹤0.01% 1234
2023
Q4 		$47.6K Buy
389
+33
+9% +$3.7K ﹤0.01% 1215
2023
Q3 		$39K Hold
356
– – ﹤0.01% 1258
2023
Q2 		$40.9K Buy
356
+10
+3% +$1.09K ﹤0.01% 1282
2023
Q1 		$38K Buy
346
+63
+22% +$7.1K ﹤0.01% 1320
2022
Q4 		$31K Hold
283
– – ﹤0.01% 1182
2022
Q3 		$29K Sell
283
-10
-3% -$1.12K ﹤0.01% 1166
2022
Q2 		$31K Sell
293
-139
-32% -$15.8K ﹤0.01% 1489
2022
Q1 		$54K Sell
432
-128
-23% -$16.1K ﹤0.01% 1420
2021
Q4 		$78K Buy
560
+19
+4% +$2.59K ﹤0.01% 1515
2021
Q3 		$70K Hold
541
– – ﹤0.01% 1335
2021
Q2 		$72K Sell
541
-246
-31% -$32K ﹤0.01% 1332
2021
Q1 		$101K Buy
+787
New +$100K ﹤0.01% 1401

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

Spire Wealth Management's IJT Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 11% in Q2 2026, selling an estimated $5.35K and leaving 267 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Spire Wealth Management first reported a position in IJT in Q1 2021 and has held it in 22 quarters since. The position peaked at $101K in Q1 2021. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Spire Wealth Management held 267 shares of iShares S&P Small-Cap 600 Growth ETF worth $47.7K as of Q2 2026.
  • Spire Wealth Management sold 33 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $5.35K.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1190 holding.
  • Spire Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $101K in Q1 2021.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.