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

Strategic Wealth Partners’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	$28.4K	Buy	159 +62	+64%	+$10K	﹤0.01%	663
2026 Q1	$14K	Hold	97	–	–	﹤0.01%	803
2025 Q4	$13.7K	Buy	97 +31	+47%	+$4.39K	﹤0.01%	801
2025 Q3	$9.34K	Hold	66	–	–	﹤0.01%	909
2025 Q2	$8.78K	Buy	+66	New	+$8.27K	﹤0.01%	809
2019 Q1	–	Sell	-34	Closed	-$3K	–	793
2018 Q4	$3K	Sell	34 -460	-93%	-$41K	﹤0.01%	616
2018 Q3	$50K	Sell	494 -5,288	-91%	-$531K	0.03%	231
2018 Q2	$546K	Buy	5,782 +5,036	+675%	+$462K	0.32%	89
2018 Q1	$65K	Sell	746 -17,848	-96%	-$1.55M	0.03%	226
2017 Q4	$1.51M	Buy	+18,594	New	+$1.55M	0.84%	30

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

Strategic Wealth Partners's IJT Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 64% in Q2 2026, buying an estimated $10K and bringing the position to 159 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Strategic Wealth Partners first reported a position in IJT in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.51M in Q4 2017. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Strategic Wealth Partners held 159 shares of iShares S&P Small-Cap 600 Growth ETF worth $28.4K as of Q2 2026.
Strategic Wealth Partners bought 62 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $10K.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #663 holding.
Strategic Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 10 quarters since.
Strategic Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.51M in Q4 2017.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.