Western Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Western Wealth Management’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	$648K	Sell	3,627 -51	-1%	-$8.27K	0.02%	608
2026 Q1	$532K	Sell	3,678 -348	-9%	-$51.6K	0.02%	623
2025 Q4	$568K	Sell	4,026 -53	-1%	-$7.5K	0.03%	483
2025 Q3	$577K	Sell	4,079 -12	-0.3%	-$1.66K	0.03%	412
2025 Q2	$544K	Sell	4,091 -331	-7%	-$41.5K	0.03%	393
2025 Q1	$551K	Sell	4,422 -65	-1%	-$8.69K	0.04%	362
2024 Q4	$607K	Sell	4,487 -92	-2%	-$13K	0.03%	408
2024 Q3	$639K	Buy	4,579 +1,859	+68%	+$251K	0.04%	398
2024 Q2	$349K	Sell	2,720 -10,311	-79%	-$1.32M	0.03%	453
2024 Q1	$1.7M	Buy	13,031 +733	+6%	+$91.5K	0.13%	152
2023 Q4	$1.54M	Buy	12,298 +3,456	+39%	+$388K	0.11%	193
2023 Q3	$970K	Buy	8,842 +4,801	+119%	+$554K	0.08%	255
2023 Q2	$464K	Buy	4,041 +1,615	+67%	+$176K	0.04%	389
2023 Q1	$267K	Buy	2,426 +1	+0%	+$113	0.02%	527
2022 Q4	$262K	Sell	2,425 -2,578	-52%	-$283K	0.03%	499
2022 Q3	$507K	Buy	5,003 +123	+3%	+$13.8K	0.03%	474
2022 Q2	$514K	Sell	4,880 -666	-12%	-$75.5K	0.03%	465
2022 Q1	$694K	Buy	5,546 +2,763	+99%	+$348K	0.03%	428
2021 Q4	$387K	Buy	+2,783	New	+$379K	0.04%	387
2021 Q2	$387K	Sell	2,918 -136	-4%	-$17.7K	0.04%	423
2021 Q1	$392K	Buy	3,054 +144	+5%	+$18.3K	0.05%	336
2020 Q4	$332K	Sell	2,910 -48	-2%	-$4.89K	0.05%	328
2020 Q3	$261K	Sell	2,958 -210	-7%	-$18.8K	0.04%	361
2020 Q2	$269K	Buy	3,168 +90	+3%	+$7.01K	0.05%	335
2020 Q1	$212K	Sell	3,078 -700	-19%	-$61.8K	0.05%	331
2019 Q4	$365K	Sell	3,778 -200	-5%	-$18.5K	0.06%	278
2019 Q3	$357K	Sell	3,978 -598	-13%	-$54K	0.07%	259
2019 Q2	$419K	Sell	4,576 -612	-12%	-$55K	0.06%	252
2019 Q1	$466K	Buy	5,188 +414	+9%	+$36.6K	0.1%	219
2018 Q4	$382K	Buy	+4,774	New	+$425K	0.1%	213

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

Western Wealth Management's IJT Position: Q2 2026 in Review

Western Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.4% in Q2 2026, selling an estimated $8.27K and leaving 3,627 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #608.

Western Wealth Management first reported a position in IJT in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.7M in Q1 2024. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Western Wealth Management held 3,627 shares of iShares S&P Small-Cap 600 Growth ETF worth $648K as of Q2 2026.
Western Wealth Management sold 51 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $8.27K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #608 holding.
Western Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.7M in Q1 2024.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.