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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Waverly Advisors's IJT Position: Q1 2026 in Review

Waverly Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 26% in Q1 2026, buying an estimated $280K and bringing the position to 9,062 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #745.

Waverly Advisors first reported a position in IJT in Q4 2017 and has held it in 10 quarters since. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Waverly Advisors held 9,062 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.31M as of Q1 2026.
Waverly Advisors bought 1,885 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $280K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #745 holding.
Waverly Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 10 quarters since.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.