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

Walsh & Associates’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 		$52.7K Hold
295
– – 0.04% 116
2026
Q1 		$42.7K Hold
295
– – 0.04% 120
2025
Q4 		$41.6K Buy
+295
New +$41.8K 0.04% 124

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Walsh & Associates's IJT Position: Q2 2026 in Review

Walsh & Associates held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 295 shares worth $52.7K. The position accounts for 0.04% of the portfolio, ranked #116.

Walsh & Associates first reported a position in IJT in Q4 2025 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Walsh & Associates held 295 shares of iShares S&P Small-Cap 600 Growth ETF worth $52.7K as of Q2 2026.
  • Walsh & Associates left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Walsh & Associates's portfolio in Q2 2026, its #116 holding.
  • Walsh & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.