TAFW
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Tred Avon Family Wealth’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Tred Avon Family Wealth’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 		$451K Buy
3,118
+1,193
+62% +$177K 0.15% 179
2025
Q4 		$272K Buy
+1,925
New +$272K 0.09% 223

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

Tred Avon Family Wealth's IJT Position: Q1 2026 in Review

Tred Avon Family Wealth increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 62% in Q1 2026, buying an estimated $177K and bringing the position to 3,118 shares worth $451K. The position accounts for 0.15% of the portfolio, ranked #179.

Tred Avon Family Wealth first reported a position in IJT in Q4 2025 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Tred Avon Family Wealth held 3,118 shares of iShares S&P Small-Cap 600 Growth ETF worth $451K as of Q1 2026.
  • Tred Avon Family Wealth bought 1,193 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $177K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.15% of Tred Avon Family Wealth's portfolio in Q1 2026, its #179 holding.
  • Tred Avon Family Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.