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

21 West 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	$434K	Hold	2,432	–	–	0.37%	49
2026 Q1	$352K	Hold	2,432	–	–	0.33%	48
2025 Q4	$343K	Hold	2,432	–	–	0.31%	51
2025 Q3	$344K	Hold	2,432	–	–	0.33%	51
2025 Q2	$324K	Buy	+2,432	New	+$305K	0.33%	51

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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

CFG

Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return

IFA

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

21 West Wealth Management's IJT Position: Q2 2026 in Review

21 West Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 2,432 shares worth $434K. The position accounts for 0.37% of the portfolio, ranked #49.

21 West Wealth Management first reported a position in IJT in Q2 2025 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

21 West Wealth Management held 2,432 shares of iShares S&P Small-Cap 600 Growth ETF worth $434K as of Q2 2026.
21 West Wealth Management 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 0.37% of 21 West Wealth Management's portfolio in Q2 2026, its #49 holding.
21 West Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2025 and has held it in 5 quarters since.
166 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.