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

JNBA 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	$1.19M	Sell	6,643 -469	-7%	-$76K	0.09%	88
2026 Q1	$1.03M	Sell	7,112 -258	-4%	-$38.3K	0.09%	92
2025 Q4	$1.04M	Sell	7,370 -44	-0.6%	-$6.23K	0.09%	95
2025 Q3	$1.05M	Sell	7,414 -125	-2%	-$17.3K	0.1%	91
2025 Q2	$1M	Sell	7,539 -124	-2%	-$15.5K	0.1%	91
2025 Q1	$954K	Sell	7,663 -470	-6%	-$62.9K	0.1%	87
2024 Q4	$1.1M	Sell	8,133 -330	-4%	-$46.7K	0.11%	82
2024 Q3	$1.18M	Sell	8,463 -532	-6%	-$71.8K	0.12%	80
2024 Q2	$1.16M	Sell	8,995 -647	-7%	-$82.8K	0.12%	82
2024 Q1	$1.26M	Sell	9,642 -670	-6%	-$83.6K	0.13%	82
2023 Q4	$1.29M	Sell	10,312 -16	-0.2%	-$1.79K	0.15%	86
2023 Q3	$1.13M	Sell	10,328 -168	-2%	-$19.4K	0.14%	87
2023 Q2	$1.21M	Sell	10,496 -55	-0.5%	-$6.01K	0.14%	88
2023 Q1	$1.16M	Sell	10,551 -114	-1%	-$12.9K	0.15%	87
2022 Q4	$1.15M	Buy	10,665 +6	+0.1%	+$660	0.16%	86
2022 Q3	$1.08M	Sell	10,659 -275	-3%	-$30.9K	0.17%	85
2022 Q2	$1.15M	Buy	10,934 +34	+0.3%	+$3.85K	0.17%	81
2022 Q1	$1.36M	Sell	10,900 -595	-5%	-$75K	0.18%	78
2021 Q4	$1.59M	Sell	11,495 -261	-2%	-$35.5K	0.19%	74
2021 Q3	$1.53M	Sell	11,756 -53	-0.4%	-$6.99K	0.21%	72
2021 Q2	$1.57M	Sell	11,809 -8	-0.1%	-$1.04K	0.21%	71
2021 Q1	$1.51M	Sell	11,817 -99	-0.8%	-$12.6K	0.22%	71
2020 Q4	$1.36M	Sell	11,916 -30	-0.3%	-$3.06K	0.22%	69
2020 Q3	$1.05M	Buy	11,946 +28	+0.2%	+$2.5K	0.21%	73
2020 Q2	$1.01M	Sell	11,918 -174	-1%	-$13.6K	0.22%	75
2020 Q1	$834K	Sell	12,092 -204	-2%	-$18K	0.2%	73
2019 Q4	$1.19M	Sell	12,296 -118	-1%	-$10.9K	0.23%	66
2019 Q3	$1.11M	Sell	12,414 -268	-2%	-$24.2K	0.23%	64
2019 Q2	$1.16M	Sell	12,682 -56	-0.4%	-$5.03K	0.24%	60
2019 Q1	$1.14M	Sell	12,738 -2,228	-15%	-$197K	0.24%	52
2018 Q4	$1.21M	Buy	14,966 +14,886	+18,608%	+$1.33M	0.27%	47
2018 Q3	$8K	Sell	80 -15,568	-99%	-$1.56M	﹤0.01%	394
2018 Q2	$1.48M	Sell	15,648 -746	-5%	-$68.5K	0.31%	41
2018 Q1	$1.43M	Sell	16,394 -734	-4%	-$63.9K	0.31%	41
2017 Q4	$1.46M	Sell	17,128 -352	-2%	-$29.4K	0.31%	38
2017 Q3	$1.44M	Sell	17,480 -1,860	-10%	-$145K	0.32%	35
2017 Q2	$1.51M	Sell	19,340 -160	-0.8%	-$12.3K	0.34%	32
2017 Q1	$1.49M	Sell	19,500 -2,426	-11%	-$184K	0.35%	33
2016 Q4	$1.64M	Buy	21,926 +21,580	+6,237%	+$1.52M	0.4%	30
2016 Q3	$24K	Sell	346 -21,772	-98%	-$1.47M	﹤0.01%	751
2016 Q2	$1.42M	Sell	22,118 -394	-2%	-$24.8K	0.4%	31
2016 Q1	$1.4M	Sell	22,512 -106	-0.5%	-$6.18K	0.5%	28
2015 Q4	$1.41M	Sell	22,618 -398	-2%	-$25.2K	0.54%	26
2015 Q3	$1.38M	Sell	23,016 -304	-1%	-$19.4K	0.59%	20
2015 Q2	$1.53M	Sell	23,320 -972	-4%	-$63.4K	0.58%	20
2015 Q1	$1.58M	Buy	24,292 +496	+2%	+$31.1K	0.61%	21
2014 Q4	$1.46M	Sell	23,796 -162	-0.7%	-$9.5K	0.59%	23
2014 Q3	$1.35M	Sell	23,958 -446	-2%	-$26K	0.61%	26
2014 Q2	$1.47M	Sell	24,404 -1,004	-4%	-$58.2K	0.71%	24
2014 Q1	$1.51M	Sell	25,408 -412	-2%	-$24.2K	0.8%	22
2013 Q4	$1.53M	Sell	25,820 -530	-2%	-$30.2K	0.84%	22
2013 Q3	$1.43M	Sell	26,350 -1,016	-4%	-$53K	0.89%	21
2013 Q2	$1.32M	Buy	+27,366	New	+$1.3M	0.91%	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

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

JNBA Financial Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6.6% in Q2 2026, selling an estimated $76K and leaving 6,643 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #88.

JNBA Financial Advisors first reported a position in IJT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.64M in Q4 2016. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

JNBA Financial Advisors held 6,643 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.19M as of Q2 2026.
JNBA Financial Advisors sold 469 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $76K.
iShares S&P Small-Cap 600 Growth ETF made up 0.09% of JNBA Financial Advisors's portfolio in Q2 2026, its #88 holding.
JNBA Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.64M in Q4 2016.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.