IFG
IJT icon

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

Independent Financial Group’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 		$483K Buy
2,703
+27
+1% +$4.38K 0.01% 1012
2026
Q1 		$387K Buy
2,676
+200
+8% +$29.7K 0.01% 1048
2025
Q4 		$350K Sell
2,476
-29
-1% -$4.11K 0.01% 1076
2025
Q3 		$354K Buy
2,505
+28
+1% +$3.86K 0.01% 1006
2025
Q2 		$330K Buy
2,477
+29
+1% +$3.63K 0.01% 983
2025
Q1 		$305K Sell
2,448
-31
-1% -$4.15K 0.01% 932
2024
Q4 		$336K Buy
2,479
+159
+7% +$22.5K 0.01% 860
2024
Q3 		$324K Sell
2,320
-30
-1% -$4.05K 0.01% 845
2024
Q2 		$302K Buy
2,350
+20
+0.9% +$2.56K 0.01% 834
2024
Q1 		$305K Sell
2,330
-61
-3% -$7.61K 0.01% 775
2023
Q4 		$299K Sell
2,391
-274
-10% -$30.7K 0.02% 725
2023
Q3 		$292K Buy
2,665
+1
+0% +$115 0.02% 670
2023
Q2 		$306K Buy
2,664
+52
+2% +$5.68K 0.02% 635
2023
Q1 		$287K Buy
2,612
+30
+1% +$3.38K 0.02% 624
2022
Q4 		$279K Sell
2,582
-827
-24% -$90.9K 0.02% 580
2022
Q3 		$347K Buy
3,409
+695
+26% +$78K 0.03% 504
2022
Q2 		$286K Sell
2,714
-68
-2% -$7.71K 0.03% 516
2022
Q1 		$348K Buy
2,782
+6
+0.2% +$756 0.03% 547
2021
Q4 		$385K Buy
2,776
+327
+13% +$44.5K 0.03% 502
2021
Q3 		$318K Sell
2,449
-22
-0.9% -$2.9K 0.03% 509
2021
Q2 		$328K Buy
2,471
+362
+17% +$47.1K 0.03% 507
2021
Q1 		$270K Buy
+2,109
New +$268K 0.04% 496

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Financial Group's IJT Position: Q2 2026 in Review

Independent Financial Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1% in Q2 2026, buying an estimated $4.38K and bringing the position to 2,703 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #1012.

Independent Financial Group first reported a position in IJT in Q1 2021 and has held it in 22 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Independent Financial Group held 2,703 shares of iShares S&P Small-Cap 600 Growth ETF worth $483K as of Q2 2026.
  • Independent Financial Group bought 27 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $4.38K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1012 holding.
  • Independent Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.