First Heartland Consultants’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

First Heartland Consultants’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	$270K	Buy	1,514 +36	+2%	+$5.83K	0.02%	501
2026 Q1	$214K	Buy	+1,478	New	+$219K	0.02%	494
2025 Q2	–	Sell	-15,515	Closed	-$1.93M	–	516
2025 Q1	$1.93M	Buy	+15,515	New	+$2.07M	0.2%	101
2024 Q4	–	Sell	-1,742	Closed	-$243K	–	475
2024 Q3	$243K	Sell	1,742 -86	-5%	-$11.6K	0.03%	383
2024 Q2	$235	Buy	1,828 +3	+0.2%	+$384	0.02%	381
2024 Q1	$239K	Sell	1,825 -696	-28%	-$86.9K	0.02%	375
2023 Q4	$315K	Buy	2,521 +11	+0.4%	+$1.23K	0.04%	279
2023 Q3	$275K	Buy	2,510 +1	+0%	+$115	0.03%	302
2023 Q2	$288K	Sell	2,509 -14	-0.6%	-$1.53K	0.04%	294
2023 Q1	$277K	Buy	2,523 +1	+0%	+$113	0.04%	289
2022 Q4	$273K	Sell	2,522 -8,174	-76%	-$899K	0.04%	295
2022 Q3	$1.09K	Buy	10,696 +8,084	+309%	+$908K	0.09%	124
2022 Q2	$275K	Sell	2,612 -1	-0%	-$113	0.04%	279
2022 Q1	$326K	Sell	2,613 -1,879	-42%	-$237K	0.05%	246
2021 Q4	$623	Sell	4,492 -5,594	-55%	-$762K	0.02%	166
2021 Q3	$1.31M	Sell	10,086 -1,969	-16%	-$260K	0.2%	109
2021 Q2	$1.6M	Buy	12,055 +3,943	+49%	+$513K	0.24%	98
2021 Q1	$1.04M	Buy	8,112 +6,296	+347%	+$800K	0.17%	124
2020 Q4	$207K	Buy	+1,816	New	+$185K	0.03%	327
2020 Q1	–	Sell	-2,406	Closed	-$232K	–	274
2019 Q4	$232K	Buy	2,406 +4	+0.2%	+$369	0.05%	271
2019 Q3	$214K	Sell	2,402 -260	-10%	-$23.5K	0.05%	272
2019 Q2	$243K	Sell	2,662 -1,126	-30%	-$101K	0.06%	244
2019 Q1	$338K	Sell	3,788 -72,146	-95%	-$6.38M	0.09%	188
2018 Q4	$6.13M	Sell	75,934 -12,032	-14%	-$1.07M	2.29%	3
2018 Q3	$8.87M	Buy	87,966 +67,364	+327%	+$6.77M	2.78%	4
2018 Q2	$1.95M	Buy	20,602 +13,090	+174%	+$1.2M	0.69%	40
2018 Q1	$653K	Sell	7,512 -23,466	-76%	-$2.04M	0.2%	123
2017 Q4	$2.63M	Buy	30,978 +22,290	+257%	+$1.86M	0.79%	34
2017 Q3	$715K	Sell	8,688 -8	-0.1%	-$624	0.17%	162
2017 Q2	$678K	Sell	8,696 -31,262	-78%	-$2.4M	0.18%	161
2017 Q1	$3.06M	Sell	39,958 -17,536	-31%	-$1.33M	0.85%	22
2016 Q4	$4.31M	Buy	57,494 +29,856	+108%	+$2.11M	1.31%	13
2016 Q3	$1.9M	Buy	27,638 +22,306	+418%	+$1.51M	0.55%	43
2016 Q2	$342	Sell	5,332 -12,570	-70%	-$790K	0.04%	201
2016 Q1	$1.11M	Sell	17,902 -44,128	-71%	-$2.57M	0.42%	53
2015 Q4	$3.86M	Sell	62,030 -17,220	-22%	-$1.09M	1.46%	11
2015 Q3	$4.76M	Buy	79,250 +9,342	+13%	+$598K	1.99%	8
2015 Q2	$4.58K	Buy	69,908 +23,828	+52%	+$1.55M	1.25%	14
2015 Q1	$3M	Buy	46,080 +39,792	+633%	+$2.49M	1.14%	14
2014 Q4	$385K	Sell	6,288 -1,088	-15%	-$63.8K	0.16%	161
2014 Q3	$415K	Sell	7,376 -616	-8%	-$36K	0.18%	156
2014 Q2	$483K	Sell	7,992 -37,796	-83%	-$2.19M	0.22%	131
2014 Q1	$2.72M	Buy	+45,788	New	+$2.69M	1.34%	15
2013 Q4	–	Sell	-4,566	Closed	-$251K	–	222
2013 Q3	$251K	Sell	4,566 -7,684	-63%	-$401K	0.15%	174
2013 Q2	$593K	Buy	+12,250	New	+$583K	0.34%	77

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

First Heartland Consultants's IJT Position: Q2 2026 in Review

First Heartland Consultants increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.4% in Q2 2026, buying an estimated $5.83K and bringing the position to 1,514 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #501.

First Heartland Consultants first reported a position in IJT in Q2 2013 and has held it in 45 quarters since. The position peaked at $8.87M in Q3 2018. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

First Heartland Consultants held 1,514 shares of iShares S&P Small-Cap 600 Growth ETF worth $270K as of Q2 2026.
First Heartland Consultants bought 36 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $5.83K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #501 holding.
First Heartland Consultants first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 45 quarters since.
First Heartland Consultants's iShares S&P Small-Cap 600 Growth ETF position peaked at $8.87M in Q3 2018.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.