WWM
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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
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 0.04% 331
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
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

Western Wealth Management's IJT Position: Q1 2026 in Review

Western Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 8.6% in Q1 2026, selling an estimated $51.6K and leaving 3,678 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #623.

Western Wealth Management first reported a position in IJT in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.7M in Q1 2024. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Western Wealth Management held 3,678 shares of iShares S&P Small-Cap 600 Growth ETF worth $532K as of Q1 2026.
  • Western Wealth Management sold 348 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $51.6K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #623 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 29 quarters since.
  • Western Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.7M in Q1 2024.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.