UBS Group
IJT icon

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
2024
Q2 		– Sell
-1,400
Closed -$183K – 9772
2024
Q1 		$183K Hold
1,400
– – ﹤0.01% 5914
2023
Q4 		$175K Buy
+1,400
New +$157K ﹤0.01% 5856

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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. 820 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.
  • 820 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.