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

Wealth Preservation 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 		– Sell
-438
Closed -$61.8K – 1108
2025
Q4 		$61.8K Hold
438
– – 0.03% 183
2025
Q3 		$62K Hold
438
– – 0.04% 172
2025
Q2 		$58.3K Hold
438
– – 0.04% 182
2025
Q1 		$54.5K Buy
+438
New +$58.6K 0.04% 175

Other funds holding IJT

Morgan Stanley
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 $666B 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

Wealth Preservation Advisors's IJT Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 438 shares — an estimated $61.8K sold.

Wealth Preservation Advisors first reported a position in IJT in Q1 2025 and held it in 4 quarters. The position peaked at $62K in Q3 2025. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 438 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $61.8K.
  • Wealth Preservation Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $62K in Q3 2025.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

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