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

Superior Planning, 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	$44.7K	Buy	+279	New	+$47.8K	0.02%	409

Other funds holding IJT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Superior Planning, LLC's IJT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2026: 279 shares worth $44.7K. The stake represents 0.02% of the portfolio and ranks #409 among its holdings.

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

Superior Planning, LLC held 279 shares of iShares S&P Small-Cap 600 Growth ETF worth $44.7K as of Q3 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Superior Planning, LLC position in Q3 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #409 holding.
651 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.