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

Financial Alternatives’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	$1.5M	Hold	8,407	–	–	0.74%	22
2026 Q1	$1.22M	Hold	8,407	–	–	0.66%	27
2025 Q4	$1.19M	Buy	8,407 +143	+2%	+$20.2K	0.69%	27
2025 Q3	$1.17M	Hold	8,264	–	–	0.71%	26
2025 Q2	$1.1M	Hold	8,264	–	–	0.72%	25
2025 Q1	$1.03M	Hold	8,264	–	–	0.73%	25
2024 Q4	$1.12M	Hold	8,264	–	–	0.79%	24
2024 Q3	$1.15M	Hold	8,264	–	–	0.81%	23
2024 Q2	$1.06M	Hold	8,264	–	–	0.8%	24
2024 Q1	$1.08M	Hold	8,264	–	–	0.84%	25
2023 Q4	$1.03M	Hold	8,264	–	–	0.87%	24
2023 Q3	$906K	Hold	8,264	–	–	0.84%	26
2023 Q2	$950K	Hold	8,264	–	–	0.86%	26
2023 Q1	$909K	Sell	8,264 -100	-1%	-$11.3K	0.87%	27
2022 Q4	$904K	Buy	+8,364	New	+$920K	0.9%	28

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

Financial Alternatives's IJT Position: Q2 2026 in Review

Financial Alternatives held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 8,407 shares worth $1.5M. The position accounts for 0.74% of the portfolio, ranked #22.

Financial Alternatives first reported a position in IJT in Q4 2022 and has held it in 15 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Financial Alternatives held 8,407 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.5M as of Q2 2026.
Financial Alternatives 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 0.74% of Financial Alternatives's portfolio in Q2 2026, its #22 holding.
Financial Alternatives first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 15 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.