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

Baring Financial’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	$4.08M	Sell	22,826 -270	-1%	-$43.8K	2.24%	16
2026 Q1	$3.34M	Buy	23,096 +101	+0.4%	+$15K	2.04%	18
2025 Q4	$3.25M	Buy	22,995 +2,109	+10%	+$299K	1.98%	19
2025 Q3	$2.96M	Buy	20,886 +1,234	+6%	+$170K	2.01%	20
2025 Q2	$2.61M	Buy	19,652 +1,297	+7%	+$163K	1.95%	19
2025 Q1	$2.29M	Buy	18,355 +3,800	+26%	+$508K	1.92%	18
2024 Q4	$1.97M	Buy	+14,555	New	+$2.06M	1.76%	21

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

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

CFG

Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return

IFA

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Baring Financial's IJT Position: Q2 2026 in Review

Baring Financial reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.2% in Q2 2026, selling an estimated $43.8K and leaving 22,826 shares worth $4.08M. The position accounts for 2.24% of the portfolio, ranked #16.

Baring Financial first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Baring Financial held 22,826 shares of iShares S&P Small-Cap 600 Growth ETF worth $4.08M as of Q2 2026.
Baring Financial sold 270 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $43.8K.
iShares S&P Small-Cap 600 Growth ETF made up 2.24% of Baring Financial's portfolio in Q2 2026, its #16 holding.
Baring Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
166 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.