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

Financial Freedom LLC’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
Q1 		$172K Buy
1,188
+2
+0.2% +$297 0.09% 109
2025
Q4 		$167K Buy
1,186
+3
+0.3% +$425 0.08% 112
2025
Q3 		$167K Buy
1,183
+3
+0.3% +$414 0.08% 112
2025
Q2 		$157K Buy
1,180
+2
+0.2% +$251 0.08% 112
2025
Q1 		$147K Buy
1,178
+3
+0.3% +$401 0.08% 112
2024
Q4 		$159K Buy
1,175
+3
+0.3% +$424 0.08% 107
2024
Q3 		$164K Buy
1,172
+4
+0.3% +$539 0.09% 112
2024
Q2 		$150K Buy
1,168
+3
+0.3% +$384 0.09% 114
2024
Q1 		$152K Buy
1,165
+2
+0.2% +$250 0.09% 113
2023
Q4 		$146K Buy
1,163
+7
+0.6% +$785 0.09% 108
2023
Q3 		$127K Hold
1,156
– – 0.09% 114
2023
Q2 		$133K Buy
1,156
+3
+0.3% +$328 0.09% 108
2023
Q1 		$127K Buy
1,153
+3
+0.3% +$338 0.09% 107
2022
Q4 		$124K Buy
+1,150
New +$126K 0.08% 103

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Freedom LLC's IJT Position: Q1 2026 in Review

Financial Freedom LLC increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.17% in Q1 2026, buying an estimated $297 and bringing the position to 1,188 shares worth $172K. The position accounts for 0.09% of the portfolio, ranked #109.

Financial Freedom LLC first reported a position in IJT in Q4 2022 and has held it in 14 quarters since. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Financial Freedom LLC held 1,188 shares of iShares S&P Small-Cap 600 Growth ETF worth $172K as of Q1 2026.
  • Financial Freedom LLC bought 2 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $297.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.09% of Financial Freedom LLC's portfolio in Q1 2026, its #109 holding.
  • Financial Freedom LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.