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

Heritage 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 Q1	$331K	Hold	2,288	–	–	0.01%	166
2025 Q4	$323K	Hold	2,288	–	–	0.01%	178
2025 Q3	$324K	Hold	2,288	–	–	0.01%	164
2025 Q2	$304K	Hold	2,288	–	–	0.01%	171
2025 Q1	$285K	Hold	2,288	–	–	0.01%	168
2024 Q4	$310K	Hold	2,288	–	–	0.02%	165
2024 Q3	$319K	Hold	2,288	–	–	0.02%	172
2024 Q2	$294K	Hold	2,288	–	–	0.01%	169
2024 Q1	$299K	Hold	2,288	–	–	0.01%	177
2023 Q4	$286K	Hold	2,288	–	–	0.01%	183
2023 Q3	$251K	Hold	2,288	–	–	0.01%	179
2023 Q2	$263K	Hold	2,288	–	–	0.01%	183
2023 Q1	$252K	Hold	2,288	–	–	0.01%	184
2022 Q4	$247K	Hold	2,288	–	–	0.01%	188
2022 Q3	$233K	Sell	2,288 -1,000	-30%	-$112K	0.02%	186
2022 Q2	$346K	Buy	3,288 +524	+19%	+$59.4K	0.02%	147
2022 Q1	$346K	Buy	2,764 +1,764	+176%	+$222K	0.02%	148
2021 Q4	$139K	Hold	1,000	–	–	0.01%	234
2021 Q3	$130K	Hold	1,000	–	–	0.01%	230
2021 Q2	$133K	Hold	1,000	–	–	0.01%	228
2021 Q1	$128K	Hold	1,000	–	–	0.01%	238
2020 Q4	$114K	Hold	1,000	–	–	0.01%	245
2020 Q3	$88.2K	Buy	+1,000	New	+$89.4K	0.01%	218

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heritage Wealth Advisors's IJT Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 2,288 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #166.

Heritage Wealth Advisors first reported a position in IJT in Q3 2020 and has held it in 23 quarters since. The position peaked at $346K in Q2 2022. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Heritage Wealth Advisors held 2,288 shares of iShares S&P Small-Cap 600 Growth ETF worth $331K as of Q1 2026.
Heritage Wealth Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #166 holding.
Heritage Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and has held it in 23 quarters since.
Heritage Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $346K in Q2 2022.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.