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

Trueblood 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	$592K	Buy	3,316 +4	+0.1%	+$648	0.21%	143
2026 Q1	$479K	Buy	3,312 +5	+0.2%	+$742	0.19%	153
2025 Q4	$467K	Buy	3,307 +8	+0.2%	+$1.13K	0.18%	158
2025 Q3	$467K	Buy	3,299 +7	+0.2%	+$966	0.18%	160
2025 Q2	$438K	Buy	3,292 +5	+0.2%	+$626	0.18%	158
2025 Q1	$409K	Hold	3,287	–	–	0.19%	147
2024 Q4	$445K	Sell	3,287 -6	-0.2%	-$849	0.22%	143
2024 Q3	$459K	Hold	3,293	–	–	0.23%	133
2024 Q2	$423K	Hold	3,293	–	–	0.24%	123
2024 Q1	$430K	Hold	3,293	–	–	0.25%	118
2023 Q4	$412K	Buy	+3,293	New	+$369K	0.26%	117

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

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

Trueblood Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.12% in Q2 2026, buying an estimated $648 and bringing the position to 3,316 shares worth $592K. The position accounts for 0.21% of the portfolio, ranked #143.

Trueblood Wealth Management 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.

Trueblood Wealth Management held 3,316 shares of iShares S&P Small-Cap 600 Growth ETF worth $592K as of Q2 2026.
Trueblood Wealth Management bought 4 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $648.
iShares S&P Small-Cap 600 Growth ETF made up 0.21% of Trueblood Wealth Management's portfolio in Q2 2026, its #143 holding.
Trueblood Wealth Management 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 Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.