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

Fragasso Financial Advisors’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	$732K	Buy	4,101 +3	+0.1%	+$486	0.04%	179
2026 Q1	$605K	Buy	4,098 +4	+0.1%	+$593	0.04%	179
2025 Q4	$578K	Buy	4,094 +8	+0.2%	+$1.13K	0.04%	185
2025 Q3	$582K	Buy	4,086 +5	+0.1%	+$690	0.04%	177
2025 Q2	$543K	Buy	4,081 +6	+0.1%	+$752	0.04%	180
2025 Q1	$507K	Buy	4,075 +5	+0.1%	+$669	0.04%	173
2024 Q4	$551K	Buy	4,070 +6	+0.1%	+$849	0.04%	156
2024 Q3	$567K	Buy	4,064 +9	+0.2%	+$1.21K	0.04%	155
2024 Q2	$521K	Sell	4,055 -4	-0.1%	-$512	0.04%	156
2024 Q1	$531K	Buy	4,059 +5	+0.1%	+$624	0.04%	158
2023 Q4	$507K	Buy	4,054 +14	+0.3%	+$1.57K	0.05%	158
2023 Q3	$443K	Hold	4,040	–	–	0.05%	160
2023 Q2	$464K	Buy	4,040 +6	+0.1%	+$655	0.05%	158
2023 Q1	$443K	Sell	4,034 -3	-0.1%	-$338	0.05%	143
2022 Q4	$436K	Buy	4,037 +8	+0.2%	+$880	0.05%	140
2022 Q3	$410K	Buy	4,029 +9	+0.2%	+$1.01K	0.06%	122
2022 Q2	$423K	Buy	4,020 +5	+0.1%	+$567	0.06%	122
2022 Q1	$502K	Sell	4,015 -5	-0.1%	-$630	0.06%	108
2021 Q4	$558K	Buy	4,020 +4	+0.1%	+$545	0.07%	109
2021 Q3	$522K	Buy	4,016 +6	+0.1%	+$791	0.07%	100
2021 Q2	$532K	Buy	4,010 +660	+20%	+$85.9K	0.07%	94
2021 Q1	$430K	Buy	3,350 +27	+0.8%	+$3.43K	0.06%	100
2020 Q4	$379K	Buy	+3,323	New	+$339K	0.06%	102

Other funds holding IJT

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Fragasso Financial Advisors's IJT Position: Q2 2026 in Review

Fragasso Financial Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.07% in Q2 2026, buying an estimated $486 and bringing the position to 4,101 shares worth $732K. The position accounts for 0.04% of the portfolio, ranked #179.

Fragasso Financial Advisors first reported a position in IJT in Q4 2020 and has held it in 23 quarters since. 432 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Fragasso Financial Advisors held 4,101 shares of iShares S&P Small-Cap 600 Growth ETF worth $732K as of Q2 2026.
Fragasso Financial Advisors bought 3 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $486.
iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Fragasso Financial Advisors's portfolio in Q2 2026, its #179 holding.
Fragasso Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 23 quarters since.
432 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.