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 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 $1.66T 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

Independent Advisor Alliance's IJT Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 763% in Q1 2026, buying an estimated $1.89M and bringing the position to 14,372 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #548.

Independent Advisor Alliance first reported a position in IJT in Q4 2019 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Independent Advisor Alliance held 14,372 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.08M as of Q1 2026.
Independent Advisor Alliance bought 12,706 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $1.89M.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #548 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 5 quarters since.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.