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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
Q3 		$1.05M Buy
6,514
+3,324
+104% +$569K 0.03% 376
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 $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Wedmont Private Capital's IJT Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 104% in Q3 2026, buying an estimated $569K and bringing the position to 6,514 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #376.

Wedmont Private Capital first reported a position in IJT in Q4 2021 and has held it in 20 quarters since. 56 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Wedmont Private Capital held 6,514 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.05M as of Q3 2026.
  • Wedmont Private Capital bought 3,324 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $569K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #376 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 20 quarters since.
  • 56 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.