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

UBS Group’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	$164M	Sell	919,460 -164,788	-15%	-$26.7M	0.02%	781
2026 Q1	$157M	Buy	1,084,248 +31,102	+3%	+$4.61M	0.02%	745
2025 Q4	$149M	Sell	1,053,146 -14,918	-1%	-$2.11M	0.02%	733
2025 Q3	$151M	Buy	1,068,064 +6,157	+0.6%	+$850K	0.02%	747
2025 Q2	$141M	Sell	1,061,907 -49,465	-4%	-$6.2M	0.02%	731
2025 Q1	$138M	Sell	1,111,372 -40,671	-4%	-$5.44M	0.03%	708
2024 Q4	$156M	Buy	1,152,043 +16,857	+1%	+$2.39M	0.03%	640
2024 Q3	$158M	Buy	1,135,186 +2,565	+0.2%	+$346K	0.03%	509
2024 Q2	$145M	Buy	1,132,621 +15,299	+1%	+$1.96M	0.04%	468
2024 Q1	$146M	Buy	1,117,322 +146,483	+15%	+$18.3M	0.04%	469
2023 Q4	$121M	Buy	970,839 +73,035	+8%	+$8.19M	0.04%	490
2023 Q3	$98.5M	Buy	897,804 +14,405	+2%	+$1.66M	0.03%	508
2023 Q2	$102M	Buy	883,399 +551	+0.1%	+$60.2K	0.03%	493
2023 Q1	$97.1M	Sell	882,848 -44,237	-5%	-$4.99M	0.04%	468
2022 Q4	$100M	Buy	927,085 +31,230	+3%	+$3.43M	0.04%	491
2022 Q3	$91.1M	Buy	895,855 +3,208	+0.4%	+$360K	0.04%	461
2022 Q2	$94M	Sell	892,647 -97,998	-10%	-$11.1M	0.04%	466
2022 Q1	$124M	Buy	990,645 +21,391	+2%	+$2.7M	0.04%	444
2021 Q4	$135M	Sell	969,254 -28,311	-3%	-$3.85M	0.04%	477
2021 Q3	$130M	Buy	997,565 +60,105	+6%	+$7.92M	0.04%	448
2021 Q2	$124M	Sell	937,460 -12,253	-1%	-$1.59M	0.04%	447
2021 Q1	$122M	Buy	949,713 +2,905	+0.3%	+$369K	0.04%	431
2020 Q4	$108M	Buy	946,808 +31,198	+3%	+$3.18M	0.04%	462
2020 Q3	$80.8M	Sell	915,610 -66,980	-7%	-$5.99M	0.03%	459
2020 Q2	$83.4M	Sell	982,590 -29,790	-3%	-$2.32M	0.04%	427
2020 Q1	$69.8M	Sell	1,012,380 -169,756	-14%	-$15M	0.03%	444
2019 Q4	$114M	Sell	1,182,136 -85,750	-7%	-$7.92M	0.04%	411
2019 Q3	$113M	Sell	1,267,886 -578	-0%	-$52.2K	0.04%	371
2019 Q2	$116M	Sell	1,268,464 -4,928	-0.4%	-$443K	0.04%	364
2019 Q1	$114M	Buy	1,273,392 +153,480	+14%	+$13.6M	0.05%	358
2018 Q4	$90.3M	Sell	1,119,912 -192,518	-15%	-$17.1M	0.04%	398
2018 Q3	$132M	Buy	1,312,430 +61,490	+5%	+$6.18M	0.05%	328
2018 Q2	$118M	Buy	1,250,940 +126,182	+11%	+$11.6M	0.05%	345
2018 Q1	$97.8M	Buy	1,124,758 +67,204	+6%	+$5.86M	0.04%	394
2017 Q4	$90M	Buy	1,057,554 +61,688	+6%	+$5.16M	0.04%	445
2017 Q3	$81.9M	Buy	995,866 +12,694	+1%	+$990K	0.04%	427
2017 Q2	$76.7M	Sell	983,172 -3,002	-0.3%	-$231K	0.04%	421
2017 Q1	$75.5M	Buy	986,174 +40,300	+4%	+$3.05M	0.04%	411
2016 Q4	$70.9M	Buy	945,874 +115,116	+14%	+$8.12M	0.04%	421
2016 Q3	$57M	Buy	830,758 +68,782	+9%	+$4.64M	0.03%	476
2016 Q2	$48.9M	Sell	761,976 -87,362	-10%	-$5.49M	0.03%	511
2016 Q1	$52.7M	Sell	849,338 -151,566	-15%	-$8.83M	0.04%	456
2015 Q4	$62.2M	Buy	1,000,904 +237,760	+31%	+$15.1M	0.04%	441
2015 Q3	$45.8M	Buy	763,144 +32,564	+4%	+$2.08M	0.03%	497
2015 Q2	$47.9M	Buy	730,580 +5,796	+0.8%	+$378K	0.03%	540
2015 Q1	$47.2M	Buy	724,784 +118,680	+20%	+$7.44M	0.03%	531
2014 Q4	$37.1M	Buy	+606,104	New	+$35.5M	0.03%	665

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

UBS Group's IJT Position: Q2 2026 in Review

UBS Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 15% in Q2 2026, selling an estimated $26.7M and leaving 919,460 shares worth $164M. The position accounts for 0.02% of the portfolio, ranked #781.

UBS Group first reported a position in IJT in Q4 2014 and has held it in 47 quarters since. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

UBS Group held 919,460 shares of iShares S&P Small-Cap 600 Growth ETF worth $164M as of Q2 2026.
UBS Group sold 164,788 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $26.7M.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #781 holding.
UBS Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and has held it in 47 quarters since.
818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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