Keystone Financial Group (Kentucky)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Keystone Financial Group (Kentucky)’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	$1.64M	Buy	+9,159	New	+$1.48M	0.1%	155
2021 Q3	–	Sell	-1,653	Closed	-$219K	–	295
2021 Q2	$219K	Buy	+1,653	New	+$215K	0.04%	273
2020 Q1	–	Sell	-3,320	Closed	-$321K	–	227
2019 Q4	$321K	Sell	3,320 -176	-5%	-$16.3K	0.09%	170
2019 Q3	$312K	Sell	3,496 -408	-10%	-$36.8K	0.1%	171
2019 Q2	$356K	Sell	3,904 -218	-5%	-$19.6K	0.12%	146
2019 Q1	$368K	Sell	4,122 -180	-4%	-$15.9K	0.13%	137
2018 Q4	$347K	Buy	4,302 +388	+10%	+$34.6K	0.16%	124
2018 Q3	$389K	Buy	+3,914	New	+$393K	0.16%	123

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

Keystone Financial Group (Kentucky)'s IJT Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 9,159 shares worth $1.64M. The stake represents 0.1% of the portfolio and ranks #155 among its holdings. This is a return to the name: Keystone Financial Group (Kentucky) previously reported a position in IJT as recently as Q2 2021.

Keystone Financial Group (Kentucky) first reported a position in IJT in Q3 2018 and has held it in 8 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Keystone Financial Group (Kentucky) held 9,159 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.64M as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Keystone Financial Group (Kentucky) position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.1% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #155 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and has held it in 8 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.