Spirepoint Private Client’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Spirepoint Private Client’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	$417K	Hold	2,336	–	–	0.03%	227
2026 Q1	$338K	Hold	2,336	–	–	0.03%	239
2025 Q4	$330K	Hold	2,336	–	–	0.03%	225
2025 Q3	$331K	Hold	2,336	–	–	0.03%	205
2025 Q2	$311K	Hold	2,336	–	–	0.04%	192
2025 Q1	$291K	Hold	2,336	–	–	0.04%	176
2024 Q4	$316K	Hold	2,336	–	–	0.04%	175
2024 Q3	$326K	Hold	2,336	–	–	0.04%	168
2024 Q2	$300K	Hold	2,336	–	–	0.04%	176
2024 Q1	$305K	Buy	+2,336	New	+$292K	0.05%	166

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

Spirepoint Private Client's IJT Position: Q2 2026 in Review

Spirepoint Private Client held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 2,336 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #227.

Spirepoint Private Client first reported a position in IJT in Q1 2024 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Spirepoint Private Client held 2,336 shares of iShares S&P Small-Cap 600 Growth ETF worth $417K as of Q2 2026.
Spirepoint Private Client left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Spirepoint Private Client's portfolio in Q2 2026, its #227 holding.
Spirepoint Private Client first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 10 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.