Wedmont Private Capital’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Wedmont Private Capital’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	$556K	Hold	3,190	–	–	0.02%	521
2026 Q1	$488K	Hold	3,190	–	–	0.02%	501
2025 Q4	$463K	Sell	3,190 -329	-9%	-$46.6K	0.02%	505
2025 Q3	$495K	Hold	3,519	–	–	0.02%	465
2025 Q2	$479K	Hold	3,519	–	–	0.02%	442
2025 Q1	$407K	Hold	3,519	–	–	0.02%	435
2024 Q4	$472K	Sell	3,519 -603	-15%	-$85.3K	0.02%	396
2024 Q3	$567K	Buy	4,122 +3	+0.1%	+$405	0.03%	321
2024 Q2	$551K	Buy	4,119 +3	+0.1%	+$384	0.03%	317
2024 Q1	$532K	Buy	4,116 +1	+0%	+$125	0.04%	306
2023 Q4	$504K	Buy	4,115 +610	+17%	+$68.4K	0.04%	305
2023 Q3	$383K	Sell	3,505 -394	-10%	-$45.4K	0.04%	318
2023 Q2	$456K	Buy	3,899 +1,700	+77%	+$186K	0.05%	264
2023 Q1	$238K	Buy	2,199 +1	+0%	+$113	0.03%	402
2022 Q4	$242K	Sell	2,198 -120	-5%	-$13.2K	0.04%	387
2022 Q3	$236K	Hold	2,318	–	–	0.05%	323
2022 Q2	$244K	Hold	2,318	–	–	0.05%	280
2022 Q1	$292K	Buy	2,318 +271	+13%	+$34.2K	0.07%	242
2021 Q4	$272K	Buy	+2,047	New	+$279K	0.08%	191

Other funds holding IJT

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Wedmont Private Capital's IJT Position: Q2 2026 in Review

Wedmont Private Capital held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 3,190 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #521.

Wedmont Private Capital first reported a position in IJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $567K in Q3 2024. 142 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Wedmont Private Capital held 3,190 shares of iShares S&P Small-Cap 600 Growth ETF worth $556K as of Q2 2026.
Wedmont Private Capital left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #521 holding.
Wedmont Private Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Wedmont Private Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $567K in Q3 2024.
142 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.