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

Tidemark’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	$188K	Buy	1,055 +78	+8%	+$12.6K	0.04%	165
2026 Q1	$141K	Hold	977	–	–	0.04%	166
2025 Q4	$138K	Sell	977 -18	-2%	-$2.55K	0.04%	150
2025 Q3	$141K	Sell	995 -32	-3%	-$4.42K	0.04%	158
2025 Q2	$137K	Sell	1,027 -51	-5%	-$6.39K	0.04%	154
2025 Q1	$134K	Buy	1,078 +10	+0.9%	+$1.34K	0.05%	146
2024 Q4	$145K	Buy	1,068 +3	+0.3%	+$424	0.06%	144
2024 Q3	$149K	Buy	1,065 +225	+27%	+$30.3K	0.06%	131
2024 Q2	$108K	Hold	840	–	–	0.05%	148
2024 Q1	$110K	Hold	840	–	–	0.06%	163
2023 Q4	$105K	Buy	+840	New	+$94.2K	0.07%	158

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

Tidemark's IJT Position: Q2 2026 in Review

Tidemark increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 8% in Q2 2026, buying an estimated $12.6K and bringing the position to 1,055 shares worth $188K. The position accounts for 0.04% of the portfolio, ranked #165.

Tidemark first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Tidemark held 1,055 shares of iShares S&P Small-Cap 600 Growth ETF worth $188K as of Q2 2026.
Tidemark bought 78 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $12.6K.
iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Tidemark's portfolio in Q2 2026, its #165 holding.
Tidemark first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.