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

Waverly Advisors’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	$1.83M	Buy	10,258 +1,196	+13%	+$194K	0.01%	717
2026 Q1	$1.31M	Buy	9,062 +1,885	+26%	+$280K	0.01%	745
2025 Q4	$1.01M	Sell	7,177 -31	-0.4%	-$4.39K	0.01%	760
2025 Q3	$1.02M	Sell	7,208 -1,082	-13%	-$149K	0.01%	634
2025 Q2	$1.1M	Sell	8,290 -385	-4%	-$48.2K	0.01%	595
2025 Q1	$1.08M	Buy	8,675 +2,229	+35%	+$298K	0.01%	589
2024 Q4	$873K	Buy	6,446 +3,121	+94%	+$442K	0.01%	549
2024 Q3	$464K	Buy	3,325 +1	+0%	+$135	0.01%	600
2024 Q2	$427K	Sell	3,324 -540	-14%	-$69.1K	0.01%	607
2024 Q1	$505K	Buy	+3,864	New	+$482K	0.01%	476
2018 Q1	–	Sell	-536	Closed	-$46K	–	272
2017 Q4	$46K	Buy	+536	New	+$44.8K	0.01%	256

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

Waverly Advisors's IJT Position: Q2 2026 in Review

Waverly Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 13% in Q2 2026, buying an estimated $194K and bringing the position to 10,258 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #717.

Waverly Advisors first reported a position in IJT in Q4 2017 and has held it in 11 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Waverly Advisors held 10,258 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.83M as of Q2 2026.
Waverly Advisors bought 1,196 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $194K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #717 holding.
Waverly Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 11 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.