Kestra Advisory Services
IJT icon

Kestra Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Kestra Advisory Services’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
Q3 		$11.9M Buy
74,330
+4,728
+7% +$810K 0.03% 508
2026
Q2 		$12.4M Buy
69,602
+10,330
+17% +$1.67M 0.04% 449
2026
Q1 		$8.58M Sell
59,272
-262
-0.4% -$38.9K 0.03% 522
2025
Q4 		$8.4M Buy
59,534
+721
+1% +$102K 0.03% 481
2025
Q3 		$8.32M Sell
58,813
-35
-0.1% -$4.83K 0.04% 464
2025
Q2 		$7.83M Sell
58,848
-93
-0.2% -$11.7K 0.04% 462
2025
Q1 		$7.34M Buy
58,941
+2,919
+5% +$390K 0.04% 439
2024
Q4 		$7.58M Buy
56,022
+4,125
+8% +$584K 0.04% 437
2024
Q3 		$7.24M Sell
51,897
-1,271
-2% -$171K 0.04% 467
2024
Q2 		$6.67M Buy
53,168
+14,280
+37% +$1.83M 0.04% 491
2024
Q1 		$5.08M Sell
38,888
-54
-0.1% -$6.74K 0.03% 515
2023
Q4 		$4.87M Buy
38,942
+6,649
+21% +$746K 0.04% 460
2023
Q3 		$3.54M Buy
32,293
+1,684
+6% +$194K 0.03% 493
2023
Q2 		$3.52M Sell
30,609
-11,944
-28% -$1.3M 0.04% 487
2023
Q1 		$4.68M Sell
42,553
-18,735
-31% -$2.11M 0.05% 375
2022
Q4 		$6.62M Sell
61,288
-5,015
-8% -$551K 0.06% 342
2022
Q3 		$6.74M Buy
66,303
+666
+1% +$74.8K 0.07% 296
2022
Q2 		$6.91M Sell
65,637
-6,538
-9% -$741K 0.07% 289
2022
Q1 		$9.03M Buy
72,175
+9,448
+15% +$1.19M 0.09% 240
2021
Q4 		$8.71M Buy
62,727
+19,709
+46% +$2.68M 0.09% 251
2021
Q3 		$5.59M Buy
43,018
+12,239
+40% +$1.61M 0.06% 352
2021
Q2 		$4.08M Sell
30,779
-994
-3% -$129K 0.05% 410
2021
Q1 		$4.07M Buy
31,773
+5,946
+23% +$755K 0.05% 379
2020
Q4 		$2.95M Buy
25,827
+4,345
+20% +$443K 0.03% 469
2020
Q3 		$1.9M Buy
+21,482
New +$1.92M 0.04% 448

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Kestra Advisory Services's IJT Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6.8% in Q3 2026, buying an estimated $810K and bringing the position to 74,330 shares worth $11.9M. The position accounts for 0.03% of the portfolio, ranked #508.

Kestra Advisory Services first reported a position in IJT in Q3 2020 and has held it in 25 quarters since. The position peaked at $12.4M in Q2 2026. 741 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Kestra Advisory Services held 74,330 shares of iShares S&P Small-Cap 600 Growth ETF worth $11.9M as of Q3 2026.
  • Kestra Advisory Services bought 4,728 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $810K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #508 holding.
  • Kestra Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $12.4M in Q2 2026.
  • 741 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.