GBFG
IJT icon

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

Gerald Baker 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
Q3 		$744K Buy
4,639
+3
+0.1% +$514 0.21% 75
2026
Q2 		$828K Buy
4,636
+81
+2% +$13.1K 0.24% 69
2026
Q1 		$659K Buy
+4,555
New +$676K 0.21% 77

Other funds holding IJT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Gerald Baker Financial Group's IJT Position: Q3 2026 in Review

Gerald Baker Financial Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.06% in Q3 2026, buying an estimated $514 and bringing the position to 4,639 shares worth $744K. The position accounts for 0.21% of the portfolio, ranked #75.

Gerald Baker Financial Group first reported a position in IJT in Q1 2026 and has held it in 3 quarters since. The position peaked at $828K in Q2 2026. 50 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Gerald Baker Financial Group held 4,639 shares of iShares S&P Small-Cap 600 Growth ETF worth $744K as of Q3 2026.
  • Gerald Baker Financial Group bought 3 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $514.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.21% of Gerald Baker Financial Group's portfolio in Q3 2026, its #75 holding.
  • Gerald Baker Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Gerald Baker Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $828K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Gerald Baker Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.