HPM
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Hoxton Planning & Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Hoxton Planning & Management’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 		$269K Sell
1,504
-1
-0.1% -$162 0.07% 188
2026
Q1 		$218K Sell
1,505
-24
-2% -$3.56K 0.07% 204
2025
Q4 		$216K Sell
1,529
-13
-0.8% -$1.84K 0.06% 203
2025
Q3 		$218K Buy
1,542
+32
+2% +$4.42K 0.07% 200
2025
Q2 		$201K Buy
+1,510
New +$189K 0.07% 205
2025
Q1 		– Sell
-1,510
Closed -$204K – 207
2024
Q4 		$204K Buy
1,510
+7
+0.5% +$990 0.08% 201
2024
Q3 		$210K Buy
+1,503
New +$203K 0.08% 193
2023
Q2 		– Sell
-1,831
Closed -$201K – 156
2023
Q1 		$201K Sell
1,831
-3,029
-62% -$342K 0.11% 153
2022
Q4 		$525K Buy
+4,860
New +$534K 0.28% 72

Other funds holding IJT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Hoxton Planning & Management's IJT Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.07% in Q2 2026, selling an estimated $162 and leaving 1,504 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #188.

Hoxton Planning & Management first reported a position in IJT in Q4 2022 and has held it in 9 quarters since. The position peaked at $525K in Q4 2022. 153 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Hoxton Planning & Management held 1,504 shares of iShares S&P Small-Cap 600 Growth ETF worth $269K as of Q2 2026.
  • Hoxton Planning & Management sold 1 iShares S&P Small-Cap 600 Growth ETF share in Q2 2026, an estimated $162.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.07% of Hoxton Planning & Management's portfolio in Q2 2026, its #188 holding.
  • Hoxton Planning & Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 9 quarters since.
  • Hoxton Planning & Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $525K in Q4 2022.
  • 153 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.