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

Atwood & Palmer’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	$117K	Hold	658	–	–	0.01%	190
2026 Q1	$95.2K	Hold	658	–	–	0.01%	200
2025 Q4	$92.9K	Hold	658	–	–	0.01%	194
2025 Q3	$93.1K	Hold	658	–	–	0.01%	198
2025 Q2	$87.5K	Hold	658	–	–	0.01%	201
2025 Q1	$81.9K	Hold	658	–	–	0.01%	197
2024 Q4	$89.1K	Hold	658	–	–	0.01%	186
2024 Q3	$91.8K	Hold	658	–	–	0.01%	189
2024 Q2	$84.5K	Hold	658	–	–	0.01%	195
2024 Q1	$86K	Hold	658	–	–	0.01%	194
2023 Q4	$82.3K	Hold	658	–	–	0.01%	199
2023 Q3	$72.2K	Sell	658 -900	-58%	-$104K	0.01%	189
2023 Q2	$179K	Hold	1,558	–	–	0.02%	156
2023 Q1	$171K	Hold	1,558	–	–	0.02%	150
2022 Q4	$168K	Hold	1,558	–	–	0.02%	152
2022 Q3	$158K	Hold	1,558	–	–	0.02%	147
2022 Q2	$164K	Hold	1,558	–	–	0.02%	147
2022 Q1	$195K	Hold	1,558	–	–	0.02%	142
2021 Q4	$216K	Hold	1,558	–	–	0.02%	145
2021 Q3	$203K	Hold	1,558	–	–	0.02%	143
2021 Q2	$207K	Hold	1,558	–	–	0.02%	145
2021 Q1	$200K	Sell	1,558 -10	-0.6%	-$1.27K	0.02%	141
2020 Q4	$179K	Buy	1,568 +10	+0.6%	+$1.02K	0.02%	143
2020 Q3	$137K	Hold	1,558	–	–	0.02%	147
2020 Q2	$132K	Hold	1,558	–	–	0.02%	148
2020 Q1	$107K	Hold	1,558	–	–	0.02%	151
2019 Q4	$151K	Hold	1,558	–	–	0.02%	138
2019 Q3	$139K	Buy	+1,558	New	+$141K	0.02%	147

Other funds holding IJT

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

StoryOne LLC Overland Park, Kansas $212M AUM

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Atwood & Palmer's IJT Position: Q2 2026 in Review

Atwood & Palmer held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 658 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #190.

Atwood & Palmer first reported a position in IJT in Q3 2019 and has held it in 28 quarters since. The position peaked at $216K in Q4 2021. 271 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Atwood & Palmer held 658 shares of iShares S&P Small-Cap 600 Growth ETF worth $117K as of Q2 2026.
Atwood & Palmer 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 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #190 holding.
Atwood & Palmer first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2019 and has held it in 28 quarters since.
Atwood & Palmer's iShares S&P Small-Cap 600 Growth ETF position peaked at $216K in Q4 2021.
271 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.