Wealthspire Advisors (New York)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Wealthspire Advisors (New York)’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	$1.73M	Sell	9,690 -929	-9%	-$151K	0.01%	446
2026 Q1	$1.54M	Sell	10,619 -550	-5%	-$81.6K	0.01%	325
2025 Q4	$1.58M	Sell	11,169 -10,729	-49%	-$1.52M	0.01%	339
2025 Q3	$3.1M	Buy	21,898 +11,246	+106%	+$1.55M	0.02%	210
2025 Q2	$1.42M	Buy	10,652 +225	+2%	+$28.2K	0.01%	331
2025 Q1	$1.3M	Buy	10,427 +639	+7%	+$85.5K	0.01%	337
2024 Q4	$1.33M	Sell	9,788 -785	-7%	-$111K	0.01%	317
2024 Q3	$1.47M	Buy	10,573 +699	+7%	+$94.3K	0.02%	302
2024 Q2	$1.27M	Sell	9,874 -11	-0.1%	-$1.41K	0.02%	271
2024 Q1	$1.29M	Hold	9,885	–	–	0.02%	272
2023 Q4	$1.24M	Sell	9,885 -1,478	-13%	-$166K	0.02%	277
2023 Q3	$1.25M	Buy	11,363 +1,672	+17%	+$193K	0.02%	247
2023 Q2	$1.11M	Sell	9,691 -1,829	-16%	-$200K	0.02%	230
2023 Q1	$1.27M	Buy	11,520 +799	+7%	+$90.1K	0.02%	212
2022 Q4	$1.16M	Buy	10,721 +3,378	+46%	+$371K	0.02%	235
2022 Q3	$747K	Buy	7,343 +4,684	+176%	+$526K	0.02%	274
2022 Q2	$280K	Buy	2,659 +743	+39%	+$84.2K	0.01%	413
2022 Q1	$240K	Buy	1,916 +254	+15%	+$32K	0.01%	385
2021 Q4	$231K	Sell	1,662 -361	-18%	-$49.1K	0.01%	490
2021 Q3	$263K	Buy	2,023 +367	+22%	+$48.4K	0.01%	484
2021 Q2	$220K	Sell	1,656 -10	-0.6%	-$1.3K	0.01%	340
2021 Q1	$214K	Sell	1,666 -738	-31%	-$93.8K	0.01%	657
2020 Q4	$275K	Buy	+2,404	New	+$245K	0.01%	465
2020 Q2	–	Sell	-4,408	Closed	-$304K	–	399
2020 Q1	$304K	Buy	+4,408	New	+$389K	0.01%	378

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

Wealthspire Advisors (New York)'s IJT Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 8.7% in Q2 2026, selling an estimated $151K and leaving 9,690 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #446.

Wealthspire Advisors (New York) first reported a position in IJT in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.1M in Q3 2025. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Wealthspire Advisors (New York) held 9,690 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.73M as of Q2 2026.
Wealthspire Advisors (New York) sold 929 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $151K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #446 holding.
Wealthspire Advisors (New York) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2020 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $3.1M in Q3 2025.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.