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

Holos Integrated Wealth’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	$22.8K	Buy	+143	New	+$24.5K	0.01%	214

Other funds holding IJT

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Holos Integrated Wealth's IJT Position: Q3 2026 in Review

Holos Integrated Wealth opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2026: 143 shares worth $22.8K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings.

260 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

Holos Integrated Wealth held 143 shares of iShares S&P Small-Cap 600 Growth ETF worth $22.8K as of Q3 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Holos Integrated Wealth position in Q3 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #214 holding.
260 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.