BFC Planning, Inc.’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

BFC Planning, Inc.’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	$7.53M	Buy	46,938 +35,420	+308%	+$6.07M	0.29%	63
2026 Q2	$2.06M	Buy	11,518 +420	+4%	+$68.1K	0.08%	245
2026 Q1	$1.61M	Buy	11,098 +536	+5%	+$79.5K	0.07%	265
2025 Q4	$1.49M	Buy	10,562 +508	+5%	+$71.9K	0.07%	280
2025 Q3	$1.42M	Sell	10,054 -8	-0.1%	-$1.1K	0.1%	180
2025 Q2	$1.34M	Buy	10,062 +39	+0.4%	+$4.89K	0.11%	179
2025 Q1	$1.25M	Buy	10,023 +10	+0.1%	+$1.34K	0.11%	171
2024 Q4	$1.36M	Buy	10,013 +330	+3%	+$46.7K	0.11%	165
2024 Q3	$1.35M	Buy	+9,683	New	+$1.31M	0.12%	167

Other funds holding IJT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BFC Planning, Inc.'s IJT Position: Q3 2026 in Review

BFC Planning, Inc. increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 308% in Q3 2026, buying an estimated $6.07M and bringing the position to 46,938 shares worth $7.53M. The position accounts for 0.29% of the portfolio, ranked #63.

BFC Planning, Inc. first reported a position in IJT in Q3 2024 and has held it in 9 quarters since. 741 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

BFC Planning, Inc. held 46,938 shares of iShares S&P Small-Cap 600 Growth ETF worth $7.53M as of Q3 2026.
BFC Planning, Inc. bought 35,420 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $6.07M.
iShares S&P Small-Cap 600 Growth ETF made up 0.29% of BFC Planning, Inc.'s portfolio in Q3 2026, its #63 holding.
BFC Planning, Inc. first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 9 quarters since.
741 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.