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

Fee-Only Financial 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	$236K	Buy	+1,320	New	+$214K	0.13%	40

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

Fee-Only Financial Planning's IJT Position: Q2 2026 in Review

Fee-Only Financial Planning opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,320 shares worth $236K. The stake represents 0.13% of the portfolio and ranks #40 among its holdings.

817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Fee-Only Financial Planning held 1,320 shares of iShares S&P Small-Cap 600 Growth ETF worth $236K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Fee-Only Financial Planning position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.13% of Fee-Only Financial Planning's portfolio in Q2 2026, its #40 holding.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.