Independent Advisor Alliance’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Independent Advisor Alliance’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	$298K	Sell	1,666 -12,706	-88%	-$2.06M	0.01%	835
2026 Q1	$2.08M	Buy	14,372 +12,706	+763%	+$1.89M	0.02%	548
2025 Q4	$235K	Hold	1,666	–	–	0.01%	882
2025 Q3	$236K	Buy	+1,666	New	+$230K	0.01%	839
2025 Q1	–	Sell	-2,593	Closed	-$351K	–	1083
2024 Q4	$351K	Buy	+2,593	New	+$367K	﹤0.01%	1075
2020 Q1	–	Sell	-21,060	Closed	-$2.04M	–	621
2019 Q4	$2.04M	Buy	+21,060	New	+$1.94M	0.09%	234

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

Independent Advisor Alliance's IJT Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 88% in Q2 2026, selling an estimated $2.06M and leaving 1,666 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #835.

Independent Advisor Alliance first reported a position in IJT in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.08M in Q1 2026. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Independent Advisor Alliance held 1,666 shares of iShares S&P Small-Cap 600 Growth ETF worth $298K as of Q2 2026.
Independent Advisor Alliance sold 12,706 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $2.06M.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #835 holding.
Independent Advisor Alliance first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 6 quarters since.
Independent Advisor Alliance's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.08M in Q1 2026.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.