HWA
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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
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
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. 56 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.
  • 56 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.