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

Founders Financial Alliance’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	$54.3K	Hold	304	–	–	0.01%	551
2026 Q1	$44K	Hold	304	–	–	0.01%	522
2025 Q4	$42.9K	Buy	304 +10	+3%	+$1.42K	0.01%	440
2025 Q3	$41.6K	Hold	294	–	–	0.01%	511
2025 Q2	$39.1K	Hold	294	–	–	0.01%	403
2025 Q1	$36.6K	Hold	294	–	–	0.01%	464
2024 Q4	$39.8K	Hold	294	–	–	0.01%	403
2024 Q3	$41K	Hold	294	–	–	0.01%	409
2024 Q2	$37.8K	Hold	294	–	–	0.01%	396
2024 Q1	$38.4K	Hold	294	–	–	0.01%	403
2023 Q4	$36.8K	Hold	294	–	–	0.01%	361
2023 Q3	$32.2K	Sell	294 -50	-15%	-$5.77K	0.01%	348
2023 Q2	$39.5K	Buy	344 +50	+17%	+$5.46K	0.02%	361
2023 Q1	$32.3K	Hold	294	–	–	0.02%	338
2022 Q4	$31.8K	Hold	294	–	–	0.01%	365
2022 Q3	$30K	Sell	294 -186	-39%	-$20.9K	0.02%	364
2022 Q2	$51K	Buy	480 +186	+63%	+$21.1K	0.03%	333
2022 Q1	$37K	Hold	294	–	–	0.02%	340
2021 Q4	$41K	Hold	294	–	–	0.02%	366
2021 Q3	$38K	Hold	294	–	–	0.02%	344
2021 Q2	$39K	Hold	294	–	–	0.02%	358
2021 Q1	$37K	Hold	294	–	–	0.02%	348
2020 Q4	$33K	Hold	294	–	–	0.02%	318
2020 Q3	$26K	Buy	+294	New	+$26.3K	0.02%	512

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

Founders Financial Alliance's IJT Position: Q2 2026 in Review

Founders Financial Alliance held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 304 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #551.

Founders Financial Alliance first reported a position in IJT in Q3 2020 and has held it in 24 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Founders Financial Alliance held 304 shares of iShares S&P Small-Cap 600 Growth ETF worth $54.3K as of Q2 2026.
Founders Financial Alliance 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 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #551 holding.
Founders Financial Alliance first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and has held it in 24 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.