Wealth Enhancement Advisory Services
IJT icon

Wealth Enhancement Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.48M Sell
30,506
-7,614
-20% -$1.13M 0.01% 943
2025
Q4 		$5.57M Sell
38,120
-2,695
-7% -$381K 0.01% 962
2025
Q3 		$5.74M Sell
40,815
-2,799
-6% -$386K 0.01% 882
2025
Q2 		$5.95M Sell
43,614
-6,010
-12% -$753K 0.01% 832
2025
Q1 		$6.18M Sell
49,624
-2,616
-5% -$350K 0.01% 747
2024
Q4 		$7.07M Sell
52,240
-912
-2% -$129K 0.01% 680
2024
Q3 		$7.41M Buy
53,152
+48
+0.1% +$6.47K 0.02% 607
2024
Q2 		$6.82M Sell
53,104
-423
-0.8% -$54.1K 0.02% 600
2024
Q1 		$7M Sell
53,527
-797
-1% -$99.5K 0.02% 575
2023
Q4 		$6.8M Sell
54,324
-1,312
-2% -$147K 0.02% 521
2023
Q3 		$6.1M Buy
+55,636
New +$6.42M 0.02% 530

Other funds holding IJT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return