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

Fortress Financial Group’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	$3.28M	Sell	18,356 -34,684	-65%	-$5.62M	1.64%	11
2026 Q1	$7.68M	Buy	53,040 +1,706	+3%	+$253K	5.68%	5
2025 Q4	$7.25M	Buy	51,334 +4,579	+10%	+$648K	5.35%	5
2025 Q3	$6.62M	Buy	46,755 +2,502	+6%	+$345K	5.07%	6
2025 Q2	$5.89M	Buy	44,253 +13,211	+43%	+$1.66M	4.99%	5
2025 Q1	$3.86M	Buy	31,042 +1,154	+4%	+$154K	3.86%	6
2024 Q4	$4.05M	Buy	+29,888	New	+$4.23M	4.02%	7

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

Fortress Financial Group's IJT Position: Q2 2026 in Review

Fortress Financial Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 65% in Q2 2026, selling an estimated $5.62M and leaving 18,356 shares worth $3.28M. The position accounts for 1.64% of the portfolio, ranked #11.

Fortress Financial Group first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.68M in Q1 2026. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Fortress Financial Group held 18,356 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.28M as of Q2 2026.
Fortress Financial Group sold 34,684 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $5.62M.
iShares S&P Small-Cap 600 Growth ETF made up 1.64% of Fortress Financial Group's portfolio in Q2 2026, its #11 holding.
Fortress Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Fortress Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $7.68M in Q1 2026.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.