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

Forbes Financial Planning’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	$729K	Hold	4,080	–	–	0.39%	24
2026 Q1	$590K	Hold	4,080	–	–	0.34%	27
2025 Q4	$576K	Sell	4,080 -355	-8%	-$50.2K	0.34%	26
2025 Q3	$628K	Sell	4,435 -148	-3%	-$20.4K	0.41%	25
2025 Q2	$610K	Sell	4,583 -1,467	-24%	-$184K	0.41%	27
2025 Q1	$753K	Sell	6,050 -16	-0.3%	-$2.14K	0.56%	24
2024 Q4	$821K	Sell	6,066 -14,045	-70%	-$1.99M	0.4%	24
2024 Q3	$2.81M	Sell	20,111 -275	-1%	-$37.1K	2.02%	21
2024 Q2	$2.62M	Sell	20,386 -788	-4%	-$101K	2.06%	19
2024 Q1	$2.77M	Sell	21,174 -823	-4%	-$103K	2.38%	18
2023 Q4	$2.75M	Sell	21,997 -184	-0.8%	-$20.6K	2.56%	17
2023 Q3	$2.43M	Sell	22,181 -417	-2%	-$48.1K	2.61%	17
2023 Q2	$2.6M	Sell	22,598 -184	-0.8%	-$20.1K	2.51%	17
2023 Q1	$2.5M	Sell	22,782 -429	-2%	-$48.4K	2.46%	18
2022 Q4	$2.36M	Hold	23,211	–	–	3.43%	14
2022 Q3	$2.36M	Sell	23,211 -21	-0.1%	-$2.36K	3.43%	14
2022 Q2	$2.46M	Sell	23,232 -700	-3%	-$79.3K	3.52%	14
2022 Q1	$3.01M	Sell	23,932 -88	-0.4%	-$11.1K	3.75%	12
2021 Q4	$3.33M	Buy	+24,020	New	+$3.27M	3.29%	14

Other funds holding IJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Forbes Financial Planning's IJT Position: Q2 2026 in Review

Forbes Financial Planning held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 4,080 shares worth $729K. The position accounts for 0.39% of the portfolio, ranked #24.

Forbes Financial Planning first reported a position in IJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.33M in Q4 2021. 541 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Forbes Financial Planning held 4,080 shares of iShares S&P Small-Cap 600 Growth ETF worth $729K as of Q2 2026.
Forbes Financial Planning 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 0.39% of Forbes Financial Planning's portfolio in Q2 2026, its #24 holding.
Forbes Financial Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Forbes Financial Planning's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.33M in Q4 2021.
541 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.