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

Waterloo Capital’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	$476K	Buy	+2,664	New	+$432K	0.03%	360

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

Waterloo Capital's IJT Position: Q2 2026 in Review

Waterloo Capital opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 2,664 shares worth $476K. The stake represents 0.03% of the portfolio and ranks #360 among its holdings.

817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Waterloo Capital held 2,664 shares of iShares S&P Small-Cap 600 Growth ETF worth $476K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Waterloo Capital position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #360 holding.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.