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

WealthShield Partners’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 		$810K Sell
5,594
-116
-2% -$17.2K 0.09% 207
2025
Q4 		$806K Buy
5,710
+6
+0.1% +$849 0.09% 202
2025
Q3 		$807K Sell
5,704
-138
-2% -$19K 0.09% 195
2025
Q2 		$777K Sell
5,842
-1,625
-22% -$204K 0.09% 194
2025
Q1 		$930K Hold
7,467
– – 0.12% 172
2024
Q4 		$1.01M Sell
7,467
-144
-2% -$20.4K 0.14% 151
2024
Q3 		$1.06M Buy
7,611
+326
+4% +$44K 0.14% 148
2024
Q2 		$936K Buy
7,285
+1
+0% +$128 0.14% 153
2024
Q1 		$952K Sell
7,284
-562
-7% -$70.1K 0.15% 147
2023
Q4 		$982K Hold
7,846
– – 0.16% 144
2023
Q3 		$864K Sell
7,846
-428
-5% -$49.4K 0.13% 160
2023
Q2 		$951K Buy
8,274
+87
+1% +$9.5K 0.14% 150
2023
Q1 		$900K Sell
8,187
-919
-10% -$104K 0.15% 154
2022
Q4 		$984K Buy
9,106
+835
+10% +$91.8K 0.19% 132
2022
Q3 		$841K Sell
8,271
-14
-0.2% -$1.57K 0.17% 143
2022
Q2 		$873K Buy
8,285
+150
+2% +$17K 0.17% 141
2022
Q1 		$1.02M Sell
8,135
-10,000
-55% -$1.26M 0.16% 146
2021
Q4 		$2.52M Buy
+18,135
New +$2.47M 0.42% 58
2018
Q1 		– Sell
-376
Closed -$32K – 247
2017
Q4 		$32K Buy
+376
New +$31.4K 0.02% 168

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

WealthShield Partners's IJT Position: Q1 2026 in Review

WealthShield Partners reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2% in Q1 2026, selling an estimated $17.2K and leaving 5,594 shares worth $810K. The position accounts for 0.09% of the portfolio, ranked #207.

WealthShield Partners first reported a position in IJT in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.52M in Q4 2021. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • WealthShield Partners held 5,594 shares of iShares S&P Small-Cap 600 Growth ETF worth $810K as of Q1 2026.
  • WealthShield Partners sold 116 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $17.2K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.09% of WealthShield Partners's portfolio in Q1 2026, its #207 holding.
  • WealthShield Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 19 quarters since.
  • WealthShield Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.52M in Q4 2021.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.