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

Stratos 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
Q1 		$1.05M Buy
7,282
+288
+4% +$42.7K 0.01% 773
2025
Q4 		$987K Sell
6,994
-285
-4% -$40.3K 0.01% 777
2025
Q3 		$1.03M Sell
7,279
-37
-0.5% -$5.11K 0.01% 740
2025
Q2 		$973K Buy
7,316
+314
+4% +$39.3K 0.01% 699
2025
Q1 		$872K Sell
7,002
-314
-4% -$42K 0.01% 713
2024
Q4 		$990K Sell
7,316
-50
-0.7% -$7.07K 0.01% 703
2024
Q3 		$1.03M Sell
7,366
-23
-0.3% -$3.1K 0.01% 675
2024
Q2 		$949K Sell
7,389
-601
-8% -$76.9K 0.02% 664
2024
Q1 		$1.04M Sell
7,990
-444
-5% -$55.4K 0.02% 631
2023
Q4 		$1.06M Buy
8,434
+483
+6% +$54.2K 0.02% 609
2023
Q3 		$872K Sell
7,951
-4,480
-36% -$517K 0.02% 624
2023
Q2 		$1.43M Sell
12,431
-700
-5% -$76.5K 0.03% 427
2023
Q1 		$1.44M Sell
13,131
-334
-2% -$37.7K 0.04% 384
2022
Q4 		$1.46M Sell
13,465
-295
-2% -$32.4K 0.04% 416
2022
Q3 		$1.4M Buy
13,760
+1,216
+10% +$137K 0.04% 393
2022
Q2 		$1.32M Sell
12,544
-1,226
-9% -$139K 0.03% 425
2022
Q1 		$1.72M Sell
13,770
-38
-0.3% -$4.79K 0.04% 396
2021
Q4 		$1.92M Sell
13,808
-1,640
-11% -$223K 0.04% 366
2021
Q3 		$2.01M Sell
15,448
-446
-3% -$58.8K 0.05% 318
2021
Q2 		$2.11M Sell
15,894
-43
-0.3% -$5.6K 0.05% 325
2021
Q1 		$2.04M Sell
15,937
-4,876
-23% -$620K 0.06% 292
2020
Q4 		$2.38M Buy
20,813
+131
+0.6% +$13.3K 0.07% 252
2020
Q3 		$1.82M Buy
20,682
+230
+1% +$20.6K 0.06% 273
2020
Q2 		$1.74M Buy
20,452
+1,180
+6% +$92K 0.06% 273
2020
Q1 		$1.33M Sell
19,272
-4,732
-20% -$418K 0.06% 274
2019
Q4 		$2.32M Sell
24,004
-396
-2% -$36.6K 0.09% 223
2019
Q3 		$2.18M Sell
24,400
-10,824
-31% -$977K 0.09% 227
2019
Q2 		$3.21M Buy
35,224
+854
+2% +$76.8K 0.14% 161
2019
Q1 		$3.07M Sell
34,370
-1,194
-3% -$106K 0.14% 173
2018
Q4 		$2.87M Sell
35,564
-9,976
-22% -$889K 0.15% 160
2018
Q3 		$4.59M Buy
45,540
+21,504
+89% +$2.16M 0.21% 102
2018
Q2 		$2.27M Buy
24,036
+6,192
+35% +$568K 0.1% 218
2018
Q1 		$1.55M Sell
17,844
-6,940
-28% -$605K 0.07% 278
2017
Q4 		$2.11M Buy
24,784
+4,854
+24% +$406K 0.09% 221
2017
Q3 		$1.64M Buy
19,930
+122
+0.6% +$9.51K 0.08% 251
2017
Q2 		$1.54M Sell
19,808
-5,318
-21% -$409K 0.08% 234
2017
Q1 		$1.92M Buy
25,126
+5,806
+30% +$440K 0.11% 180
2016
Q4 		$1.45M Buy
19,320
+6,080
+46% +$429K 0.09% 210
2016
Q3 		$908K Buy
13,240
+4,688
+55% +$316K 0.06% 254
2016
Q2 		$549K Buy
8,552
+904
+12% +$56.8K 0.04% 316
2016
Q1 		$475K Sell
7,648
-33,514
-81% -$1.95M 0.04% 304
2015
Q4 		$2.56M Buy
41,162
+1,096
+3% +$69.5K 0.21% 90
2015
Q3 		$2.41M Buy
40,066
+3,860
+11% +$247K 0.3% 73
2015
Q2 		$2.37M Buy
36,206
+18,552
+105% +$1.21M 0.3% 68
2015
Q1 		$1.15M Buy
+17,654
New +$1.11M 0.14% 152

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 Partners's IJT Position: Q1 2026 in Review

Stratos Wealth Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 4.1% in Q1 2026, buying an estimated $42.7K and bringing the position to 7,282 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #773.

Stratos Wealth Partners first reported a position in IJT in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.59M in Q3 2018. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Stratos Wealth Partners held 7,282 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.05M as of Q1 2026.
  • Stratos Wealth Partners bought 288 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $42.7K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #773 holding.
  • Stratos Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2015 and has held it in 45 quarters since.
  • Stratos Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.59M in Q3 2018.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

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