American Financial & Tax Strategies’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

American Financial & Tax Strategies’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	$2.34M	Sell	13,128 -558	-4%	-$90.4K	1.06%	32
2026 Q1	$1.98M	Sell	13,686 -210	-2%	-$31.2K	0.96%	35
2025 Q4	$1.96M	Sell	13,896 -1,986	-13%	-$281K	0.98%	34
2025 Q3	$2.25M	Sell	15,882 -119	-0.7%	-$16.4K	1.12%	31
2025 Q2	$2.13M	Hold	16,001	–	–	1.1%	33
2025 Q1	$1.99M	Sell	16,001 -635	-4%	-$84.9K	1.07%	33
2024 Q4	$2.25M	Sell	16,636 -39	-0.2%	-$5.52K	1.17%	31
2024 Q3	$2.33M	Sell	16,675 -598	-3%	-$80.7K	1.18%	32
2024 Q2	$2.22M	Sell	17,273 -391	-2%	-$50K	1.17%	31
2024 Q1	$2.31M	Sell	17,664 -657	-4%	-$82K	1.24%	30
2023 Q4	$2.29M	Buy	+18,321	New	+$2.06M	1.31%	29

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

American Financial & Tax Strategies's IJT Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 4.1% in Q2 2026, selling an estimated $90.4K and leaving 13,128 shares worth $2.34M. The position accounts for 1.06% of the portfolio, ranked #32.

American Financial & Tax Strategies first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. 709 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

American Financial & Tax Strategies held 13,128 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.34M as of Q2 2026.
American Financial & Tax Strategies sold 558 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $90.4K.
iShares S&P Small-Cap 600 Growth ETF made up 1.06% of American Financial & Tax Strategies's portfolio in Q2 2026, its #32 holding.
American Financial & Tax Strategies first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
709 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.