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Strategic Wealth Investment Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Strategic Wealth Investment Group’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 		$1.14M Buy
+6,404
New +$1.04M 0.14% 65
2025
Q4 		– Sell
-2,260
Closed -$320K – 110
2025
Q3 		$320K Buy
2,260
+1,805
+397% +$249K 0.03% 100
2025
Q2 		$60.5K Buy
+455
New +$57K 0.09% 63

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

Strategic Wealth Investment Group's IJT Position: Q2 2026 in Review

Strategic Wealth Investment Group opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 6,404 shares worth $1.14M. The stake represents 0.14% of the portfolio and ranks #65 among its holdings. This is a return to the name: Strategic Wealth Investment Group previously reported a position in IJT as recently as Q3 2025.

Strategic Wealth Investment Group first reported a position in IJT in Q2 2025 and has held it in 3 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Strategic Wealth Investment Group held 6,404 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.14M as of Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new Strategic Wealth Investment Group position in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.14% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #65 holding.
  • Strategic Wealth Investment Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.