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

Independence Financial 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	$7.74M	Buy	43,314 +12,767	+42%	+$2.07M	2.01%	16
2026 Q1	$4.42M	Buy	30,547 +1,098	+4%	+$163K	1.33%	23
2025 Q4	$4.16M	Buy	29,449 +1,110	+4%	+$157K	1.14%	24
2025 Q3	$4.01M	Buy	28,339 +1,251	+5%	+$173K	1.22%	24
2025 Q2	$3.6M	Buy	+27,088	New	+$3.39M	1.4%	21

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

Independence Financial Advisors's IJT Position: Q2 2026 in Review

Independence Financial Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 42% in Q2 2026, buying an estimated $2.07M and bringing the position to 43,314 shares worth $7.74M. The position accounts for 2.01% of the portfolio, ranked #16.

Independence Financial Advisors first reported a position in IJT in Q2 2025 and has held it in 5 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Independence Financial Advisors held 43,314 shares of iShares S&P Small-Cap 600 Growth ETF worth $7.74M as of Q2 2026.
Independence Financial Advisors bought 12,767 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $2.07M.
iShares S&P Small-Cap 600 Growth ETF made up 2.01% of Independence Financial Advisors's portfolio in Q2 2026, its #16 holding.
Independence Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2025 and has held it in 5 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.