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

Topsail Wealth Management’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	$103K	Hold	576	–	–	0.01%	196
2026 Q1	$83.4K	Hold	576	–	–	0.01%	201
2025 Q4	$81.3K	Hold	576	–	–	0.01%	189
2025 Q3	$81.5K	Hold	576	–	–	0.01%	185
2025 Q2	$76.6K	Hold	576	–	–	0.01%	174
2025 Q1	$71.7K	Hold	576	–	–	0.01%	165
2024 Q4	$78K	Buy	+576	New	+$81.5K	0.02%	149

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

Topsail Wealth Management's IJT Position: Q2 2026 in Review

Topsail Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 576 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #196.

Topsail Wealth Management first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Topsail Wealth Management held 576 shares of iShares S&P Small-Cap 600 Growth ETF worth $103K as of Q2 2026.
Topsail Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Topsail Wealth Management's portfolio in Q2 2026, its #196 holding.
Topsail Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.