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

Transcend Capital 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 Q2	$500K	Sell	2,799 -127	-4%	-$20.6K	0.03%	449
2026 Q1	$423K	Sell	2,926 -1,145	-28%	-$170K	0.03%	429
2025 Q4	$575K	Sell	4,071 -2,288	-36%	-$324K	0.04%	335
2025 Q3	$900K	Sell	6,359 -989	-13%	-$136K	0.06%	269
2025 Q2	$978K	Sell	7,348 -779	-10%	-$97.6K	0.08%	238
2025 Q1	$1.01M	Sell	8,127 -654	-7%	-$87.5K	0.07%	252
2024 Q4	$1.19M	Buy	8,781 +802	+10%	+$113K	0.09%	220
2024 Q3	$1.11M	Buy	7,979 +5,772	+262%	+$778K	0.07%	247
2024 Q2	$283K	Buy	+2,207	New	+$282K	0.02%	469
2022 Q4	–	Sell	-2,151	Closed	-$219K	–	509
2022 Q3	$219K	Buy	+2,151	New	+$242K	0.02%	424

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

Transcend Capital Advisors's IJT Position: Q2 2026 in Review

Transcend Capital Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 4.3% in Q2 2026, selling an estimated $20.6K and leaving 2,799 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #449.

Transcend Capital Advisors first reported a position in IJT in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2024. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Transcend Capital Advisors held 2,799 shares of iShares S&P Small-Cap 600 Growth ETF worth $500K as of Q2 2026.
Transcend Capital Advisors sold 127 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $20.6K.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #449 holding.
Transcend Capital Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2022 and has held it in 10 quarters since.
Transcend Capital Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.19M in Q4 2024.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.