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

Financial Life Planners’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	$283K	Buy	1,583 +91	+6%	+$14.7K	0.18%	50
2026 Q1	$216K	Buy	1,492 +2	+0.1%	+$297	0.17%	49
2025 Q4	$210K	Buy	1,490 +3	+0.2%	+$425	0.15%	60
2025 Q3	$210K	Buy	+1,487	New	+$205K	0.14%	55
2025 Q2	–	Sell	-1,581	Closed	-$197K	–	67
2025 Q1	$197K	Sell	1,581 -199	-11%	-$26.6K	0.19%	48
2024 Q4	$241K	Buy	+1,780	New	+$252K	0.2%	45

Other funds holding IJT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Life Planners's IJT Position: Q2 2026 in Review

Financial Life Planners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6.1% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,583 shares worth $283K. The position accounts for 0.18% of the portfolio, ranked #50.

Financial Life Planners first reported a position in IJT in Q4 2024 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Financial Life Planners held 1,583 shares of iShares S&P Small-Cap 600 Growth ETF worth $283K as of Q2 2026.
Financial Life Planners bought 91 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $14.7K.
iShares S&P Small-Cap 600 Growth ETF made up 0.18% of Financial Life Planners's portfolio in Q2 2026, its #50 holding.
Financial Life Planners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 6 quarters since.
387 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.