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

FC Advisory’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 Q3	$787K	Sell	4,907 -23	-0.5%	-$3.94K	0.21%	65
2026 Q2	$880K	Sell	4,930 -73	-1%	-$11.8K	0.23%	61
2026 Q1	$724K	Sell	5,003 -574	-10%	-$85.2K	0.21%	63
2025 Q4	$787K	Sell	5,577 -20	-0.4%	-$2.83K	0.23%	63
2025 Q3	$792K	Buy	5,597 +9	+0.2%	+$1.24K	0.23%	62
2025 Q2	$743K	Buy	5,588 +1,027	+23%	+$129K	0.23%	62
2025 Q1	$568K	Buy	4,561 +59	+1%	+$7.89K	0.19%	69
2024 Q4	$609K	Buy	4,502 +7	+0.2%	+$990	0.2%	64
2024 Q3	$627K	Buy	4,495 +455	+11%	+$61.4K	0.21%	63
2024 Q2	$519K	Buy	4,040 +373	+10%	+$47.7K	0.19%	66
2024 Q1	$479K	Buy	3,667 +4	+0.1%	+$499	0.18%	68
2023 Q4	$458K	Sell	3,663 -164	-4%	-$18.4K	0.18%	69
2023 Q3	$420K	Sell	3,827 -991	-21%	-$114K	0.18%	70
2023 Q2	$554K	Sell	4,818 -118	-2%	-$12.9K	0.23%	56
2023 Q1	$543K	Sell	4,936 -373	-7%	-$42.1K	0.24%	55
2022 Q4	$574K	Buy	5,309 +1,524	+40%	+$168K	0.27%	49
2022 Q3	$385K	Buy	3,785 +1,258	+50%	+$141K	0.2%	59
2022 Q2	$266K	Sell	2,527 -60	-2%	-$6.8K	0.13%	69
2022 Q1	$324K	Buy	+2,587	New	+$326K	0.14%	59

Other funds holding IJT

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

PNFS

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

FC Advisory's IJT Position: Q3 2026 in Review

FC Advisory reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.47% in Q3 2026, selling an estimated $3.94K and leaving 4,907 shares worth $787K. The position accounts for 0.21% of the portfolio, ranked #65.

FC Advisory first reported a position in IJT in Q1 2022 and has held it in 19 quarters since. The position peaked at $880K in Q2 2026. 151 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

FC Advisory held 4,907 shares of iShares S&P Small-Cap 600 Growth ETF worth $787K as of Q3 2026.
FC Advisory sold 23 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $3.94K.
iShares S&P Small-Cap 600 Growth ETF made up 0.21% of FC Advisory's portfolio in Q3 2026, its #65 holding.
FC Advisory first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and has held it in 19 quarters since.
FC Advisory's iShares S&P Small-Cap 600 Growth ETF position peaked at $880K in Q2 2026.
151 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.