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

Alteri Wealth’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 		$313K Hold
1,750
– – 0.09% 229
2026
Q1 		$253K Hold
1,750
– – 0.08% 241
2025
Q4 		$247K Buy
+1,750
New +$248K 0.08% 249

Other funds holding IJT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Alteri Wealth's IJT Position: Q2 2026 in Review

Alteri Wealth held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,750 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #229.

Alteri Wealth first reported a position in IJT in Q4 2025 and has held it in 3 quarters since. 388 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Alteri Wealth held 1,750 shares of iShares S&P Small-Cap 600 Growth ETF worth $313K as of Q2 2026.
  • Alteri Wealth 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 0.09% of Alteri Wealth's portfolio in Q2 2026, its #229 holding.
  • Alteri Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 388 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.