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

Ballentine Partners’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	$1.99M	Sell	11,116 -769	-6%	-$125K	0.02%	220
2026 Q1	$1.72M	Sell	11,885 -1,835	-13%	-$272K	0.02%	227
2025 Q4	$1.94M	Hold	13,720	–	–	0.03%	197
2025 Q3	$1.94M	Buy	13,720 +160	+1%	+$22.1K	0.03%	199
2025 Q2	$1.8M	Hold	13,560	–	–	0.03%	210
2025 Q1	$1.69M	Hold	13,560	–	–	0.03%	207
2024 Q4	$1.84M	Hold	13,560	–	–	0.03%	188
2024 Q3	$1.89M	Hold	13,560	–	–	0.03%	179
2024 Q2	$1.74M	Hold	13,560	–	–	0.03%	178
2024 Q1	$1.77M	Sell	13,560 -730	-5%	-$91.1K	0.03%	166
2023 Q4	$1.79M	Hold	14,290	–	–	0.04%	159
2023 Q3	$1.57M	Buy	14,290 +692	+5%	+$79.8K	0.04%	145
2023 Q2	$1.56M	Hold	13,598	–	–	0.04%	143
2023 Q1	$1.49M	Hold	13,598	–	–	0.04%	149
2022 Q4	$1.47M	Hold	13,598	–	–	0.04%	132
2022 Q3	$1.38M	Hold	13,598	–	–	0.05%	121
2022 Q2	$1.43M	Hold	13,598	–	–	0.05%	124
2022 Q1	$1.7M	Hold	13,598	–	–	0.05%	120
2021 Q4	$1.89M	Hold	13,598	–	–	0.06%	113
2021 Q3	$1.77M	Hold	13,598	–	–	0.06%	107
2021 Q2	$1.8M	Hold	13,598	–	–	0.06%	99
2021 Q1	$1.74M	Hold	13,598	–	–	0.06%	98
2020 Q4	$1.55M	Hold	13,598	–	–	0.06%	100
2020 Q3	$1.2M	Hold	13,598	–	–	0.05%	122
2020 Q2	$1.15M	Sell	13,598 -48	-0.4%	-$3.74K	0.06%	129
2020 Q1	$941K	Buy	13,646 +48	+0.4%	+$4.24K	0.05%	127
2019 Q4	$1.31M	Hold	13,598	–	–	0.06%	129
2019 Q3	$1.21M	Sell	13,598 -844	-6%	-$76.2K	0.06%	128
2019 Q2	$1.32M	Buy	14,442 +844	+6%	+$75.9K	0.06%	126
2019 Q1	$1.21M	Sell	13,598 -364	-3%	-$32.2K	0.06%	106
2018 Q4	$1.13M	Hold	13,962	–	–	0.06%	105
2018 Q3	$1.41M	Buy	13,962 +5,110	+58%	+$514K	0.07%	99
2018 Q2	$836K	Sell	8,852 -1,592	-15%	-$146K	0.05%	137
2018 Q1	$908K	Hold	10,444	–	–	0.05%	125
2017 Q4	$889K	Hold	10,444	–	–	0.05%	133
2017 Q3	$859K	Hold	10,444	–	–	0.05%	138
2017 Q2	$835K	Hold	10,444	–	–	0.06%	145
2017 Q1	$799K	Hold	10,444	–	–	0.06%	85
2016 Q4	$783K	Hold	10,444	–	–	0.06%	81
2016 Q3	$716K	Hold	10,444	–	–	0.06%	75
2016 Q2	$671K	Hold	10,444	–	–	0.06%	86
2016 Q1	$649K	Hold	10,444	–	–	0.06%	90
2015 Q4	$649K	Hold	10,444	–	–	0.06%	78
2015 Q3	$627K	Hold	10,444	–	–	0.07%	75
2015 Q2	$684K	Hold	10,444	–	–	0.07%	73
2015 Q1	$680K	Hold	10,444	–	–	0.07%	72
2014 Q4	$639K	Hold	10,444	–	–	0.07%	75
2014 Q3	$588K	Hold	10,444	–	–	0.07%	72
2014 Q2	$631K	Hold	10,444	–	–	0.07%	64
2014 Q1	$621K	Hold	10,444	–	–	0.07%	63
2013 Q4	$619K	Hold	10,444	–	–	0.07%	67
2013 Q3	$566K	Hold	10,444	–	–	0.07%	69
2013 Q2	$506K	Buy	+10,444	New	+$497K	0.07%	61

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

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

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Ballentine Partners's IJT Position: Q2 2026 in Review

Ballentine Partners reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6.5% in Q2 2026, selling an estimated $125K and leaving 11,116 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #220.

Ballentine Partners first reported a position in IJT in Q2 2013 and has held it in 53 quarters since. 144 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Ballentine Partners held 11,116 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.99M as of Q2 2026.
Ballentine Partners sold 769 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $125K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Ballentine Partners's portfolio in Q2 2026, its #220 holding.
Ballentine Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 53 quarters since.
144 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.