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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
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
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

Wealthspire Advisors (New York)'s IJT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 4.9% in Q1 2026, selling an estimated $81.6K and leaving 10,619 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #325.

Wealthspire Advisors (New York) first reported a position in IJT in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.1M in Q3 2025. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Wealthspire Advisors (New York) held 10,619 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.54M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 550 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $81.6K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #325 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 23 quarters since.
  • Wealthspire Advisors (New York)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $3.1M 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 Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.