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

Stratos Wealth Advisors’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
Q1 		$276K Sell
1,905
-91
-5% -$13.5K 0.02% 501
2025
Q4 		$282K Sell
1,996
-19
-0.9% -$2.69K 0.01% 538
2025
Q3 		$285K Sell
2,015
-473
-19% -$65.3K 0.01% 569
2025
Q2 		$331K Sell
2,488
-957
-28% -$120K 0.02% 525
2025
Q1 		$429K Sell
3,445
-69,957
-95% -$9.36M 0.02% 468
2024
Q4 		$9.94M Buy
73,402
+5,650
+8% +$799K 0.48% 48
2024
Q3 		$9.45M Buy
67,752
+4,119
+6% +$556K 0.43% 58
2024
Q2 		$8.17M Buy
63,633
+9,179
+17% +$1.17M 0.4% 62
2024
Q1 		$7.12M Buy
54,454
+3,549
+7% +$443K 0.42% 60
2023
Q4 		$6.37M Buy
50,905
+1,206
+2% +$135K 0.37% 68
2023
Q3 		$5.45M Sell
49,699
-239
-0.5% -$27.6K 0.36% 75
2023
Q2 		$5.74M Sell
49,938
-1,670
-3% -$182K 0.41% 61
2023
Q1 		$5.67M Buy
51,608
+29,006
+128% +$3.27M 0.44% 53
2022
Q4 		$2.44M Sell
22,602
-552
-2% -$60.7K 0.2% 141
2022
Q3 		$2.35M Buy
23,154
+1,630
+8% +$183K 0.25% 114
2022
Q2 		$2.27M Buy
+21,524
New +$2.44M 0.21% 129
2022
Q1 		– Sell
-9,860
Closed -$1.37M – 547
2021
Q4 		$1.37M Buy
9,860
+3,125
+46% +$425K 0.1% 243
2021
Q3 		$876K Buy
6,735
+1,065
+19% +$140K 0.07% 273
2021
Q2 		$752K Buy
5,670
+3,358
+145% +$437K 0.07% 285
2021
Q1 		$296K Buy
+2,312
New +$294K 0.03% 396
2020
Q2 		– Sell
-62
Closed -$4K – 308
2020
Q1 		$4K Buy
+62
New +$5.47K ﹤0.01% 262

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stratos Wealth Advisors's IJT Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 4.6% in Q1 2026, selling an estimated $13.5K and leaving 1,905 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #501.

Stratos Wealth Advisors first reported a position in IJT in Q1 2020 and has held it in 21 quarters since. The position peaked at $9.94M in Q4 2024. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Stratos Wealth Advisors held 1,905 shares of iShares S&P Small-Cap 600 Growth ETF worth $276K as of Q1 2026.
  • Stratos Wealth Advisors sold 91 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $13.5K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #501 holding.
  • Stratos Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2020 and has held it in 21 quarters since.
  • Stratos Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $9.94M in Q4 2024.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.