WIA
IJT icon

World Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

World Investment Advisors’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 		$2.26M Sell
15,581
-2,550
-14% -$413K 0.04% 442
2026
Q1 		$2.62M Sell
18,131
-1,405
-7% -$208K 0.04% 412
2025
Q4 		$2.76M Buy
19,536
+2,356
+14% +$333K 0.04% 394
2025
Q3 		$2.43M Sell
17,180
-162,220
-90% -$22.4M 0.05% 366
2025
Q2 		$23.9M Buy
179,400
+162,617
+969% +$20.4M 0.54% 33
2025
Q1 		$2.09M Sell
16,783
-130,428
-89% -$17.4M 0.05% 345
2024
Q4 		$19.9M Buy
147,211
+135,289
+1,135% +$19.1M 0.55% 36
2024
Q3 		$1.66M Sell
11,922
-213,949
-95% -$28.9M 0.05% 324
2024
Q2 		$19.7M Buy
225,871
+68,633
+44% +$8.78M 1.23% 14
2024
Q1 		$20.6M Buy
157,238
+136,714
+666% +$17.1M 2.94% 5
2023
Q4 		$2.57M Sell
20,524
-400
-2% -$44.9K 0.33% 68
2023
Q3 		$2.3M Sell
20,924
-196,100
-90% -$22.6M 0.46% 44
2023
Q2 		$24.9M Buy
217,024
+1,610
+0.7% +$176K 4.82% 4
2023
Q1 		$23.7M Buy
215,414
+197,840
+1,126% +$22.3M 4.93% 4
2022
Q4 		$1.9M Sell
17,574
-204,052
-92% -$22.4M 0.44% 45
2022
Q3 		$22.5M Buy
221,626
+5,655
+3% +$635K 5.35% 3
2022
Q2 		$25.6M Buy
215,971
+198,467
+1,134% +$22.5M 5.39% 3
2022
Q1 		$2.19M Buy
17,504
+3
+0% +$378 0.45% 44
2021
Q4 		$2.19M Sell
17,501
-146,789
-89% -$20M 0.46% 42
2021
Q3 		$21.4M Buy
164,290
+5,715
+4% +$753K 4.84% 4
2021
Q2 		$21M Buy
158,575
+87,778
+124% +$11.4M 4.81% 4
2021
Q1 		$8.87M Buy
70,797
+57,642
+438% +$7.32M 2.14% 11
2020
Q4 		$1.76M Sell
13,155
-224,405
-94% -$22.9M 0.45% 46
2020
Q3 		$21M Buy
237,560
+5,018
+2% +$449K 7.17% 2
2020
Q2 		$21.9M Buy
232,542
+14,456
+7% +$1.13M 7.67% 1
2020
Q1 		$15M Buy
218,086
+27,840
+15% +$2.46M 6.98% 1
2019
Q4 		$18.4M Buy
+190,246
New +$17.6M 7.17% 1
2019
Q3 		– Sell
-179,784
Closed -$15.9M – 159
2019
Q2 		$15.9M Buy
179,784
+17,258
+11% +$1.55M 7% 4
2019
Q1 		$14.5M Buy
+162,526
New +$14.4M 6.6% 4

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

World Investment Advisors's IJT Position: Q2 2026 in Review

World Investment Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 14% in Q2 2026, selling an estimated $413K and leaving 15,581 shares worth $2.26M. The position accounts for 0.04% of the portfolio, ranked #442.

World Investment Advisors first reported a position in IJT in Q1 2019 and has held it in 29 quarters since. The position peaked at $25.6M in Q2 2022. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • World Investment Advisors held 15,581 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.26M as of Q2 2026.
  • World Investment Advisors sold 2,550 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $413K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #442 holding.
  • World Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • World Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $25.6M in Q2 2022.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.