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

TritonPoint 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 Q2	$553K	Sell	3,097 -4,800	-61%	-$778K	0.05%	168
2026 Q1	$1.14M	Buy	7,897 +1,064	+16%	+$158K	0.12%	118
2025 Q4	$965K	Buy	6,833 +936	+16%	+$132K	0.1%	125
2025 Q3	$834K	Hold	5,897	–	–	0.07%	170
2025 Q2	$785K	Sell	5,897 -942	-14%	-$118K	0.07%	175
2025 Q1	$851K	Sell	6,839 -175	-2%	-$23.4K	0.08%	170
2024 Q4	$949K	Sell	7,014 -2	-0%	-$283	0.09%	151
2024 Q3	$975K	Buy	7,016 +5,100	+266%	+$688K	0.09%	152
2024 Q2	$246K	Sell	1,916 -4,398	-70%	-$563K	0.02%	279
2024 Q1	$670K	Buy	6,314 +462	+8%	+$57.7K	0.07%	173
2023 Q4	$732K	Buy	+5,852	New	+$656K	0.07%	168

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

TritonPoint Wealth's IJT Position: Q2 2026 in Review

TritonPoint Wealth reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 61% in Q2 2026, selling an estimated $778K and leaving 3,097 shares worth $553K. The position accounts for 0.05% of the portfolio, ranked #168.

TritonPoint Wealth first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q1 2026. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

TritonPoint Wealth held 3,097 shares of iShares S&P Small-Cap 600 Growth ETF worth $553K as of Q2 2026.
TritonPoint Wealth sold 4,800 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $778K.
iShares S&P Small-Cap 600 Growth ETF made up 0.05% of TritonPoint Wealth's portfolio in Q2 2026, its #168 holding.
TritonPoint Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.14M in Q1 2026.
818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.