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

Waldron Private 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 Q1	–	Sell	-1,442	Closed	-$204K	–	345
2025 Q4	$204K	Hold	1,442	–	–	0.01%	314
2025 Q3	$204K	Buy	+1,442	New	+$199K	0.01%	301
2024 Q4	–	Sell	-1,442	Closed	-$201K	–	428
2024 Q3	$201K	Buy	+1,442	New	+$194K	0.01%	403
2024 Q1	–	Sell	-6,980	Closed	-$873K	–	440
2023 Q4	$873K	Hold	6,980	–	–	0.04%	164
2023 Q3	$766K	Hold	6,980	–	–	0.04%	177
2023 Q2	$802K	Hold	6,980	–	–	0.04%	176
2023 Q1	$767K	Hold	6,980	–	–	0.04%	195
2022 Q4	$709K	Hold	6,980	–	–	0.04%	194
2022 Q3	$709K	Buy	6,980 +37	+0.5%	+$4.15K	0.04%	194
2022 Q2	$731K	Sell	6,943 -3,744	-35%	-$424K	0.04%	197
2022 Q1	$1.34M	Sell	10,687 -760	-7%	-$95.8K	0.07%	146
2021 Q4	$1.59M	Buy	11,447 +1,739	+18%	+$237K	0.08%	133
2021 Q3	$1.26M	Buy	+9,708	New	+$1.28M	0.07%	129
2016 Q3	–	Sell	-5,320	Closed	-$341K	–	155
2016 Q2	$341K	Buy	+5,320	New	+$334K	0.13%	83

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Waldron Private Wealth's IJT Position: Q1 2026 in Review

Waldron Private Wealth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 1,442 shares — an estimated $204K sold.

Waldron Private Wealth first reported a position in IJT in Q2 2016 and held it in 14 quarters. The position peaked at $1.59M in Q4 2021. 761 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Waldron Private Wealth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
Waldron Private Wealth sold 1,442 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $204K.
Waldron Private Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2016 and held it in 14 quarters.
Waldron Private Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.59M in Q4 2021.
761 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.