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

Bar Harbor Wealth Management’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 		$300K Hold
1,677
– – 0.02% 219
2026
Q1 		$243K Buy
1,677
+24
+1% +$3.56K 0.01% 236
2025
Q4 		$233K Sell
1,653
-14
-0.8% -$1.98K 0.01% 238
2025
Q3 		$236K Sell
1,667
-29
-2% -$4K 0.01% 236
2025
Q2 		$226K Sell
1,696
-47
-3% -$5.89K 0.01% 235
2025
Q1 		$217K Sell
1,743
-5
-0.3% -$669 0.01% 238
2024
Q4 		$237K Hold
1,748
– – 0.02% 233
2024
Q3 		$244K Buy
1,748
+22
+1% +$2.97K 0.02% 243
2024
Q2 		$222K Sell
1,726
-9
-0.5% -$1.15K 0.01% 244
2024
Q1 		$227K Sell
1,735
-62
-3% -$7.74K 0.02% 240
2023
Q4 		$225K Buy
+1,797
New +$202K 0.02% 232
2023
Q3 		– Sell
-2,057
Closed -$236K – 256
2023
Q2 		$236K Sell
2,057
-4
-0.2% -$437 0.02% 230
2023
Q1 		$227K Hold
2,061
– – 0.02% 226
2022
Q4 		$223K Sell
2,061
-136
-6% -$15K 0.02% 232
2022
Q3 		$223K Sell
2,197
-514
-19% -$57.7K 0.02% 231
2022
Q2 		$286K Sell
2,711
-4,526
-63% -$513K 0.02% 228
2022
Q1 		$905K Sell
7,237
-1,148
-14% -$145K 0.08% 128
2021
Q4 		$1.16M Sell
8,385
-2,162
-20% -$294K 0.1% 116
2021
Q3 		$1.37M Sell
10,547
-1,421
-12% -$187K 0.13% 111
2021
Q2 		$1.59M Sell
11,968
-647
-5% -$84.2K 0.15% 107
2021
Q1 		$1.62M Buy
12,615
+5,076
+67% +$645K 0.16% 105
2020
Q4 		$861K Sell
7,539
-289
-4% -$29.5K 0.09% 123
2020
Q3 		$691K Sell
7,828
-136
-2% -$12.2K 0.08% 128
2020
Q2 		$676K Sell
7,964
-1,800
-18% -$140K 0.08% 127
2020
Q1 		$673K Sell
9,764
-724
-7% -$63.9K 0.09% 134
2019
Q4 		$1.01M Sell
10,488
-334
-3% -$30.8K 0.11% 134
2019
Q3 		$965K Sell
10,822
-70
-0.6% -$6.32K 0.11% 144
2019
Q2 		$994K Buy
10,892
+24
+0.2% +$2.16K 0.12% 141
2019
Q1 		$970K Buy
10,868
+54
+0.5% +$4.77K 0.12% 134
2018
Q4 		$872K Sell
10,814
-228
-2% -$20.3K 0.12% 138
2018
Q3 		$1.11M Sell
11,042
-26
-0.2% -$2.61K 0.13% 132
2018
Q2 		$1.05M Sell
11,068
-86
-0.8% -$7.89K 0.13% 131
2018
Q1 		$970K Sell
11,154
-64
-0.6% -$5.58K 0.12% 140
2017
Q4 		$954K Sell
11,218
-428
-4% -$35.8K 0.11% 141
2017
Q3 		$958K Buy
11,646
+296
+3% +$23.1K 0.12% 140
2017
Q2 		$885K Sell
11,350
-344
-3% -$26.5K 0.11% 145
2017
Q1 		$895K Sell
11,694
-122
-1% -$9.25K 0.1% 147
2016
Q4 		$887K Sell
11,816
-10
-0.1% -$705 0.1% 160
2016
Q3 		$811K Sell
11,826
-112
-0.9% -$7.56K 0.09% 164
2016
Q2 		$767K Sell
11,938
-246
-2% -$15.5K 0.09% 163
2016
Q1 		$757K Sell
12,184
-120
-1% -$6.99K 0.09% 161
2015
Q4 		$765K Sell
12,304
-96
-0.8% -$6.09K 0.1% 160
2015
Q3 		$745K Sell
12,400
-18
-0.1% -$1.15K 0.1% 153
2015
Q2 		$813K Buy
12,418
+358
+3% +$23.4K 0.1% 150
2015
Q1 		$785K Sell
12,060
-28
-0.2% -$1.75K 0.1% 150
2014
Q4 		$740K Sell
12,088
-630
-5% -$36.9K 0.09% 152
2014
Q3 		$715K Sell
12,718
-360
-3% -$21K 0.09% 151
2014
Q2 		$790K Buy
13,078
+36
+0.3% +$2.09K 0.1% 143
2014
Q1 		$775K Buy
13,042
+18
+0.1% +$1.06K 0.1% 143
2013
Q4 		$773K Sell
13,024
-2,576
-17% -$147K 0.1% 143
2013
Q3 		$845K Buy
15,600
+44
+0.3% +$2.3K 0.12% 133
2013
Q2 		$754K Buy
+15,556
New +$740K 0.11% 138

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
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

Bar Harbor Wealth Management's IJT Position: Q2 2026 in Review

Bar Harbor Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,677 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #219.

Bar Harbor Wealth Management first reported a position in IJT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.62M in Q1 2021. 144 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Bar Harbor Wealth Management held 1,677 shares of iShares S&P Small-Cap 600 Growth ETF worth $300K as of Q2 2026.
  • Bar Harbor Wealth Management 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 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Bar Harbor Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Bar Harbor Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.62M in Q1 2021.
  • 144 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.