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

Heartwood Wealth 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 Q3	$31.5M	Sell	196,760 -436	-0.2%	-$74.7K	2.49%	10
2026 Q2	$35.2M	Buy	197,196 +7,167	+4%	+$1.16M	2.74%	9
2026 Q1	$27.5M	Buy	190,029 +14,754	+8%	+$2.19M	2.4%	14
2025 Q4	$24.7M	Buy	175,275 +2,158	+1%	+$305K	2.28%	14
2025 Q3	$24.5M	Buy	173,117 +4,747	+3%	+$655K	2.29%	14
2025 Q2	$22.4M	Buy	168,370 +2,326	+1%	+$291K	2.34%	13
2025 Q1	$20.7M	Sell	166,044 -6,446	-4%	-$862K	2.36%	13
2024 Q4	$23.3M	Buy	172,490 +1,686	+1%	+$239K	2.63%	10
2024 Q3	$23.8M	Buy	170,804 +7,752	+5%	+$1.05M	2.64%	12
2024 Q2	$20.9M	Buy	163,052 +1,368	+0.8%	+$175K	2.5%	13
2024 Q1	$21.1M	Buy	+161,684	New	+$20.2M	2.6%	13
2020 Q1	–	Sell	-29,184	Closed	-$2.82M	–	73
2019 Q4	$2.82M	Buy	+29,184	New	+$2.69M	0.54%	29

Other funds holding IJT

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

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

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Heartwood Wealth Advisors's IJT Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.22% in Q3 2026, selling an estimated $74.7K and leaving 196,760 shares worth $31.5M. The position accounts for 2.49% of the portfolio, ranked #10.

Heartwood Wealth Advisors first reported a position in IJT in Q4 2019 and has held it in 12 quarters since. The position peaked at $35.2M in Q2 2026. 53 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

Heartwood Wealth Advisors held 196,760 shares of iShares S&P Small-Cap 600 Growth ETF worth $31.5M as of Q3 2026.
Heartwood Wealth Advisors sold 436 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $74.7K.
iShares S&P Small-Cap 600 Growth ETF made up 2.49% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #10 holding.
Heartwood Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 12 quarters since.
Heartwood Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $35.2M in Q2 2026.
53 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.