JIC
IJT icon

Joel Isaacson & Co’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Joel Isaacson & Co’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 		$1.52M Buy
8,506
+1,960
+30% +$318K 0.04% 166
2026
Q1 		$947K Hold
6,546
– – 0.03% 193
2025
Q4 		$924K Hold
6,546
– – 0.03% 197
2025
Q3 		$926K Hold
6,546
– – 0.03% 187
2025
Q2 		$871K Sell
6,546
-55
-0.8% -$6.89K 0.04% 179
2025
Q1 		$822K Hold
6,601
– – 0.04% 177
2024
Q4 		$894K Buy
6,601
+5
+0.1% +$707 0.04% 157
2024
Q3 		$920K Hold
6,596
– – 0.04% 154
2024
Q2 		$847K Hold
6,596
– – 0.04% 147
2024
Q1 		$862K Hold
6,596
– – 0.05% 147
2023
Q4 		$825K Hold
6,596
– – 0.05% 144
2023
Q3 		$723K Hold
6,596
– – 0.05% 145
2023
Q2 		$758K Hold
6,596
– – 0.05% 148
2023
Q1 		$725K Sell
6,596
-870
-12% -$98.1K 0.05% 143
2022
Q4 		$807K Buy
7,466
+6
+0.1% +$660 0.06% 133
2022
Q3 		$758K Hold
7,460
– – 0.07% 122
2022
Q2 		$786K Buy
7,460
+1,058
+17% +$120K 0.07% 115
2022
Q1 		$767K Hold
6,402
– – 0.06% 134
2021
Q4 		$889K Hold
6,402
– – 0.06% 132
2021
Q3 		$833K Hold
6,402
– – 0.06% 131
2021
Q2 		$849K Hold
6,402
– – 0.07% 122
2021
Q1 		$821K Hold
6,402
– – 0.07% 113
2020
Q4 		$731K Hold
6,402
– – 0.07% 113
2020
Q3 		$565K Hold
6,402
– – 0.07% 114
2020
Q2 		$543K Sell
6,402
-310
-5% -$24.2K 0.08% 111
2020
Q1 		$463K Hold
6,712
– – 0.08% 109
2019
Q4 		$649K Hold
6,712
– – 0.09% 102
2019
Q3 		$599K Hold
6,712
– – 0.09% 109
2019
Q2 		$612K Hold
6,712
– – 0.09% 107
2019
Q1 		$599K Hold
6,712
– – 0.09% 119
2018
Q4 		$573K Hold
6,712
– – 0.09% 119
2018
Q3 		$677K Hold
6,712
– – 0.11% 96
2018
Q2 		$634K Hold
6,712
– – 0.11% 96
2018
Q1 		$583K Hold
6,712
– – 0.1% 101
2017
Q4 		$571K Hold
6,712
– – 0.1% 101
2017
Q3 		$552K Hold
6,712
– – 0.1% 99
2017
Q2 		$523K Hold
6,712
– – 0.1% 93
2017
Q1 		$514K Hold
6,712
– – 0.1% 89
2016
Q4 		$503K Hold
6,712
– – 0.1% 85
2016
Q3 		$460K Hold
6,712
– – 0.09% 96
2016
Q2 		$431K Hold
6,712
– – 0.09% 103
2016
Q1 		$417K Hold
6,712
– – 0.09% 105
2015
Q4 		$417K Hold
6,712
– – 0.1% 93
2015
Q3 		$403K Hold
6,712
– – 0.11% 86
2015
Q2 		$440K Hold
6,712
– – 0.11% 91
2015
Q1 		$437K Hold
6,712
– – 0.11% 94
2014
Q4 		$411K Hold
6,712
– – 0.11% 88
2014
Q3 		$378K Hold
6,712
– – 0.12% 77
2014
Q2 		$405K Sell
6,712
-88
-1% -$5.11K 0.13% 76
2014
Q1 		$405K Buy
6,800
+6,400
+1,600% +$376K 0.14% 69
2013
Q4 		$24K Hold
400
– – 0.01% 353
2013
Q3 		$22K Hold
400
– – 0.01% 349
2013
Q2 		$19K Buy
+400
New +$19K 0.01% 333

Other funds holding IJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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

Joel Isaacson & Co's IJT Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 30% in Q2 2026, buying an estimated $318K and bringing the position to 8,506 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #166.

Joel Isaacson & Co first reported a position in IJT in Q2 2013 and has held it in 53 quarters since. 541 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Joel Isaacson & Co held 8,506 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.52M as of Q2 2026.
  • Joel Isaacson & Co bought 1,960 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $318K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Joel Isaacson & Co's portfolio in Q2 2026, its #166 holding.
  • Joel Isaacson & Co first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 541 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.