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Falcon Wealth Planning’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Falcon Wealth Planning’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 		$32.7M Buy
182,834
+4,302
+2% +$697K 2.06% 15
2026
Q1 		$25.8M Buy
178,532
+10,478
+6% +$1.55M 1.76% 17
2025
Q4 		$23.7M Buy
168,054
+5,349
+3% +$757K 2% 17
2025
Q3 		$23M Buy
162,705
+8,461
+5% +$1.17M 2.07% 17
2025
Q2 		$20.5M Sell
154,244
-1,195
-0.8% -$150K 2.07% 17
2025
Q1 		$19.4M Sell
155,439
-76,252
-33% -$10.2M 2.15% 16
2024
Q4 		$31.4M Buy
231,691
+8,802
+4% +$1.25M 3.5% 13
2024
Q3 		$31.1M Buy
222,889
+20,742
+10% +$2.8M 3.65% 11
2024
Q2 		$26M Buy
202,147
+12,495
+7% +$1.6M 3.37% 12
2024
Q1 		$24.8M Buy
189,652
+7,351
+4% +$917K 3.93% 9
2023
Q4 		$22.8M Buy
182,301
+19,925
+12% +$2.24M 3.99% 8
2023
Q3 		$17.8M Buy
162,376
+10,907
+7% +$1.26M 3.86% 11
2023
Q2 		$17.4M Buy
151,469
+12,556
+9% +$1.37M 3.88% 11
2023
Q1 		$15.3M Buy
138,913
+12,918
+10% +$1.46M 3.81% 11
2022
Q4 		$13.6M Buy
125,995
+11,813
+10% +$1.3M 3.9% 10
2022
Q3 		$11.6M Buy
114,182
+11,239
+11% +$1.26M 3.85% 10
2022
Q2 		$10.8M Buy
102,943
+9,937
+11% +$1.13M 3.69% 10
2022
Q1 		$11.6M Buy
93,006
+10,688
+13% +$1.35M 3.64% 10
2021
Q4 		$11.4M Buy
82,318
+6,990
+9% +$952K 3.74% 10
2021
Q3 		$9.8M Buy
75,328
+10,843
+17% +$1.43M 3.72% 11
2021
Q2 		$8.55M Buy
64,485
+5,619
+10% +$731K 3.65% 11
2021
Q1 		$7.55M Buy
58,866
+315
+0.5% +$40K 3.69% 10
2020
Q4 		$6.68M Buy
+58,551
New +$5.97M 3.75% 10

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Falcon Wealth Planning's IJT Position: Q2 2026 in Review

Falcon Wealth Planning increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.4% in Q2 2026, buying an estimated $697K and bringing the position to 182,834 shares worth $32.7M. The position accounts for 2.06% of the portfolio, ranked #15.

Falcon Wealth Planning first reported a position in IJT in Q4 2020 and has held it in 23 quarters since. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Falcon Wealth Planning held 182,834 shares of iShares S&P Small-Cap 600 Growth ETF worth $32.7M as of Q2 2026.
  • Falcon Wealth Planning bought 4,302 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $697K.
  • iShares S&P Small-Cap 600 Growth ETF made up 2.06% of Falcon Wealth Planning's portfolio in Q2 2026, its #15 holding.
  • Falcon Wealth Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.