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

Finley Financial’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 		$1.08M Hold
6,055
– – 0.44% 33
2026
Q1 		$876K Hold
6,055
– – 0.41% 36
2025
Q4 		$855K Hold
6,055
– – 0.39% 35
2025
Q3 		$857K Hold
6,055
– – 0.4% 32
2025
Q2 		$806K Hold
6,055
– – 0.41% 35
2025
Q1 		$737K Buy
6,055
+70
+1% +$9.36K 0.41% 37
2024
Q4 		$828K Buy
+5,985
New +$847K 0.43% 35

Other funds holding IJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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

Finley Financial's IJT Position: Q2 2026 in Review

Finley Financial held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 6,055 shares worth $1.08M. The position accounts for 0.44% of the portfolio, ranked #33.

Finley Financial first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 541 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Finley Financial held 6,055 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.08M as of Q2 2026.
  • Finley Financial 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 0.44% of Finley Financial's portfolio in Q2 2026, its #33 holding.
  • Finley Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 541 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.