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

Bedel Financial Consulting’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	$615K	Hold	3,446	–	–	0.06%	156
2026 Q1	$499K	Hold	3,446	–	–	0.06%	168
2025 Q4	$486K	Hold	3,446	–	–	0.05%	166
2025 Q3	$488K	Hold	3,446	–	–	0.06%	164
2025 Q2	$458K	Hold	3,446	–	–	0.06%	164
2025 Q1	$426K	Hold	3,446	–	–	0.06%	165
2024 Q4	$490K	Hold	3,446	–	–	0.07%	153
2024 Q3	$481K	Hold	3,446	–	–	0.07%	146
2024 Q2	$443K	Hold	3,446	–	–	0.06%	147
2024 Q1	$450K	Hold	3,446	–	–	0.07%	141
2023 Q4	$431K	Hold	3,446	–	–	0.08%	146
2023 Q3	$378K	Hold	3,446	–	–	0.08%	150
2023 Q2	$396K	Hold	3,446	–	–	0.08%	142
2023 Q1	$379K	Hold	3,446	–	–	0.09%	140
2022 Q4	$372K	Hold	3,446	–	–	0.09%	143
2022 Q3	$378K	Hold	3,446	–	–	0.1%	135
2022 Q2	$363K	Hold	3,446	–	–	0.11%	131
2022 Q1	$431K	Hold	3,446	–	–	0.14%	113
2021 Q4	$478K	Hold	3,446	–	–	0.15%	103
2021 Q3	$448K	Hold	3,446	–	–	0.15%	99
2021 Q2	$457K	Hold	3,446	–	–	0.16%	100
2021 Q1	$442K	Hold	3,446	–	–	0.17%	99
2020 Q4	$393K	Hold	3,446	–	–	0.17%	89
2020 Q3	$304K	Hold	3,446	–	–	0.15%	94
2020 Q2	$293K	Hold	3,446	–	–	0.16%	93
2020 Q1	$238K	Hold	3,446	–	–	0.16%	98
2019 Q4	$333K	Hold	3,446	–	–	0.19%	95
2019 Q3	$307K	Hold	3,446	–	–	0.18%	101
2019 Q2	$314K	Buy	3,446 +92	+3%	+$8.27K	0.19%	97
2019 Q1	$299K	Hold	3,354	–	–	0.19%	95
2018 Q4	$271K	Hold	3,354	–	–	0.2%	93
2018 Q3	$314K	Hold	3,354	–	–	0.21%	93
2018 Q2	$317K	Hold	3,354	–	–	0.23%	93
2018 Q1	$292K	Hold	3,354	–	–	0.22%	99
2017 Q4	$285K	Buy	+3,354	New	+$280K	0.26%	97

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bedel Financial Consulting's IJT Position: Q2 2026 in Review

Bedel Financial Consulting held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 3,446 shares worth $615K. The position accounts for 0.06% of the portfolio, ranked #156.

Bedel Financial Consulting first reported a position in IJT in Q4 2017 and has held it in 35 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Bedel Financial Consulting held 3,446 shares of iShares S&P Small-Cap 600 Growth ETF worth $615K as of Q2 2026.
Bedel Financial Consulting 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 0.06% of Bedel Financial Consulting's portfolio in Q2 2026, its #156 holding.
Bedel Financial Consulting first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 35 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.