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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heartwood Wealth Advisors's IJT Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.8% in Q2 2026, buying an estimated $1.16M and bringing the position to 197,196 shares worth $35.2M. The position accounts for 2.74% of the portfolio, ranked #9.

Heartwood Wealth Advisors first reported a position in IJT in Q4 2019 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Heartwood Wealth Advisors held 197,196 shares of iShares S&P Small-Cap 600 Growth ETF worth $35.2M as of Q2 2026.
Heartwood Wealth Advisors bought 7,167 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $1.16M.
iShares S&P Small-Cap 600 Growth ETF made up 2.74% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #9 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 11 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.