JGIA
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Jackson Grant Investment Advisers’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Jackson Grant Investment Advisers’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 		$203K Buy
1,139
+2
+0.2% +$324 0.06% 120
2026
Q1 		$165K Buy
1,137
+1
+0.1% +$148 0.06% 130
2025
Q4 		$160K Buy
1,136
+4
+0.4% +$566 0.05% 130
2025
Q3 		$160K Buy
1,132
+2
+0.2% +$276 0.05% 131
2025
Q2 		$150K Buy
1,130
+3
+0.3% +$376 0.06% 123
2025
Q1 		$140K Buy
1,127
+2
+0.2% +$267 0.05% 126
2024
Q4 		$152K Buy
1,125
+3
+0.3% +$424 0.06% 117
2024
Q3 		$157K Buy
1,122
+4
+0.4% +$539 0.06% 119
2024
Q2 		$144K Buy
1,118
+3
+0.3% +$384 0.06% 121
2024
Q1 		$146K Buy
1,115
+2
+0.2% +$250 0.06% 122
2023
Q4 		$139K Buy
1,113
+2
+0.2% +$224 0.06% 121
2023
Q3 		$122K Buy
1,111
+4
+0.4% +$461 0.06% 125
2023
Q2 		$127K Buy
1,107
+3
+0.3% +$328 0.06% 125
2023
Q1 		$121K Buy
1,104
+3
+0.3% +$338 0.06% 136
2022
Q4 		$119K Buy
1,101
+4
+0.4% +$440 0.06% 133
2022
Q3 		$112K Buy
1,097
+4
+0.4% +$449 0.06% 127
2022
Q2 		$115K Buy
1,093
+2
+0.2% +$227 0.06% 131
2022
Q1 		$136K Buy
1,091
+2
+0.2% +$252 0.06% 132
2021
Q4 		$151K Buy
1,089
+2
+0.2% +$272 0.08% 106
2021
Q3 		$141K Buy
1,087
+3
+0.3% +$395 0.06% 129
2021
Q2 		$144K Buy
1,084
+1
+0.1% +$130 0.06% 127
2021
Q1 		$139K Buy
1,083
+1
+0.1% +$127 0.06% 126
2020
Q4 		$124K Buy
1,082
+2
+0.2% +$204 0.06% 123
2020
Q3 		$95K Buy
1,080
+2
+0.2% +$179 0.06% 113
2020
Q2 		$91K Buy
1,078
+2
+0.2% +$156 0.06% 113
2020
Q1 		$74K Buy
1,076
+4
+0.4% +$353 0.05% 119
2019
Q4 		$104K Buy
1,072
+2
+0.2% +$185 0.06% 120
2019
Q3 		$95K Buy
1,070
+4
+0.4% +$361 0.05% 123
2019
Q2 		$97K Buy
1,066
+2
+0.2% +$180 0.06% 119
2019
Q1 		$95K Buy
1,064
+2
+0.2% +$177 0.06% 115
2018
Q4 		$86K Buy
1,062
+6
+0.6% +$534 0.06% 120
2018
Q3 		$107K Hold
1,056
– – 0.07% 115
2018
Q2 		$100K Hold
1,056
– – 0.07% 117
2018
Q1 		$92K Buy
1,056
+2
+0.2% +$174 0.06% 118
2017
Q4 		$90K Buy
1,054
+6
+0.6% +$502 0.06% 123
2017
Q3 		$86K Buy
1,048
+2
+0.2% +$156 0.06% 120
2017
Q2 		$82K Buy
1,046
+2
+0.2% +$154 0.06% 109
2017
Q1 		$80K Hold
1,044
– – 0.06% 109
2016
Q4 		$78K Buy
1,044
+6
+0.6% +$423 0.07% 105
2016
Q3 		$71K Hold
1,038
– – 0.06% 99
2016
Q2 		$67K Buy
1,038
+6
+0.6% +$377 0.06% 95
2016
Q1 		$64K Buy
1,032
+4
+0.4% +$233 0.06% 94
2015
Q4 		$64K Buy
+1,028
New +$65.2K 0.06% 95

Other funds holding IJT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jackson Grant Investment Advisers's IJT Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.18% in Q2 2026, buying an estimated $324 and bringing the position to 1,139 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #120.

Jackson Grant Investment Advisers first reported a position in IJT in Q4 2015 and has held it in 43 quarters since. 385 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,139 shares of iShares S&P Small-Cap 600 Growth ETF worth $203K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 2 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $324.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.06% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #120 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • 385 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.