Acorn Financial Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Acorn Financial Advisory Services’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	$221K	Buy	+1,237	New	+$200K	0.03%	206
2022 Q1	–	Sell	-1,477	Closed	-$205K	–	225
2021 Q4	$205K	Buy	+1,477	New	+$201K	0.04%	209
2021 Q3	–	Sell	-1,817	Closed	-$241K	–	226
2021 Q2	$241K	Hold	1,817	–	–	0.07%	212
2021 Q1	$234K	Buy	1,817 +43	+2%	+$5.46K	0.09%	188
2020 Q4	$202K	Buy	+1,774	New	+$181K	0.08%	218

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Acorn Financial Advisory Services's IJT Position: Q2 2026 in Review

Acorn Financial Advisory Services opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,237 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #206 among its holdings. This is a return to the name: Acorn Financial Advisory Services previously reported a position in IJT as recently as Q4 2021.

Acorn Financial Advisory Services first reported a position in IJT in Q4 2020 and has held it in 5 quarters since. The position peaked at $241K in Q2 2021. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Acorn Financial Advisory Services held 1,237 shares of iShares S&P Small-Cap 600 Growth ETF worth $221K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Acorn Financial Advisory Services position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #206 holding.
Acorn Financial Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 5 quarters since.
Acorn Financial Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $241K in Q2 2021.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.