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

Steinberganna 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	–	Sell	-2,057	Closed	-$298K	–	144
2026 Q1	$298K	Buy	2,057 +3	+0.1%	+$445	0.14%	96
2025 Q4	$290K	Buy	2,054 +6	+0.3%	+$849	0.14%	84
2025 Q3	$290K	Buy	+2,048	New	+$283K	0.14%	90

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

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

Steinberganna Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026, closing a stake of 2,057 shares — an estimated $298K sold.

Steinberganna Wealth Management first reported a position in IJT in Q3 2025 and held it in 3 quarters. The position peaked at $298K in Q1 2026. 814 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Steinberganna Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2026 after selling out during the quarter.
Steinberganna Wealth Management sold 2,057 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $298K.
Steinberganna Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2025 and held it in 3 quarters.
Steinberganna Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $298K in Q1 2026.
814 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.