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

UBS AM’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	$636K	Sell	3,559 -5,132	-59%	-$832K	﹤0.01%	2480
2026 Q1	$1.26M	Buy	8,691 +5,573	+179%	+$827K	﹤0.01%	2246
2025 Q4	$440K	Sell	3,118 -28,876	-90%	-$4.09M	﹤0.01%	2348
2025 Q3	$4.53M	Buy	+31,994	New	+$4.42M	﹤0.01%	1415
2019 Q4	–	Sell	-918	Closed	-$81.9K	–	2675
2019 Q3	$81.9K	Hold	918	–	–	﹤0.01%	2683
2019 Q2	$83.8K	Buy	918 +252	+38%	+$22.7K	﹤0.01%	2663
2019 Q1	$59.4K	Hold	666	–	–	﹤0.01%	2601
2018 Q4	$53.7K	Buy	666 +162	+32%	+$14.4K	﹤0.01%	2561
2018 Q3	$50.8K	Hold	504	–	–	﹤0.01%	2568
2018 Q2	$47.6K	Buy	504 +52	+12%	+$4.77K	﹤0.01%	2599
2018 Q1	$39.3K	Buy	452 +126	+39%	+$11K	﹤0.01%	2510
2017 Q4	$27.7K	Buy	+326	New	+$27.3K	﹤0.01%	2464

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

UBS AM's IJT Position: Q2 2026 in Review

UBS AM reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 59% in Q2 2026, selling an estimated $832K and leaving 3,559 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

UBS AM first reported a position in IJT in Q4 2017 and has held it in 12 quarters since. The position peaked at $4.53M in Q3 2025. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

UBS AM held 3,559 shares of iShares S&P Small-Cap 600 Growth ETF worth $636K as of Q2 2026.
UBS AM sold 5,132 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $832K.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2480 holding.
UBS AM first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 12 quarters since.
UBS AM's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.53M in Q3 2025.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.