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STACKSTONE WEALTH, LLC’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

STACKSTONE WEALTH, LLC’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 		$774K Buy
+4,824
New +$826K 0.08% 197

Other funds holding IJT

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IJT Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2026: 4,824 shares worth $774K. The stake represents 0.08% of the portfolio and ranks #197 among its holdings.

169 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 4,824 shares of iShares S&P Small-Cap 600 Growth ETF worth $774K as of Q3 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.08% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #197 holding.
  • 169 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.