Fortitude Family Office’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Fortitude Family Office’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 Q3	$976K	Hold	6,088	–	–	0.17%	71
2026 Q2	$1.09M	Hold	6,088	–	–	0.21%	65
2026 Q1	$881K	Sell	6,088 -33	-0.5%	-$4.9K	0.2%	69
2025 Q4	$864K	Buy	6,121 +61	+1%	+$8.63K	0.2%	77
2025 Q3	$857K	Hold	6,060	–	–	0.23%	75
2025 Q2	$806K	Hold	6,060	–	–	0.26%	63
2025 Q1	$754K	Hold	6,060	–	–	0.27%	50
2024 Q4	$820K	Buy	+6,060	New	+$857K	0.29%	52

Other funds holding IJT

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

PNFS

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Fortitude Family Office's IJT Position: Q3 2026 in Review

Fortitude Family Office held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2026 at 6,088 shares worth $976K. The position accounts for 0.17% of the portfolio, ranked #71.

Fortitude Family Office first reported a position in IJT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q2 2026. 131 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

Fortitude Family Office held 6,088 shares of iShares S&P Small-Cap 600 Growth ETF worth $976K as of Q3 2026.
Fortitude Family Office left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.17% of Fortitude Family Office's portfolio in Q3 2026, its #71 holding.
Fortitude Family Office first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Fortitude Family Office's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.09M in Q2 2026.
131 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.