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

KPP 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 Q2	$503K	Buy	2,818 +1	+0%	+$162	0.06%	228
2026 Q1	$408K	Buy	2,817 +30	+1%	+$4.45K	0.06%	241
2025 Q4	$393K	Sell	2,787 -14	-0.5%	-$1.98K	0.06%	231
2025 Q3	$396K	Sell	2,801 -10	-0.4%	-$1.38K	0.06%	237
2025 Q2	$374K	Sell	2,811 -347	-11%	-$43.5K	0.06%	223
2025 Q1	$393K	Buy	+3,158	New	+$422K	0.07%	205

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

KPP Advisory Services's IJT Position: Q2 2026 in Review

KPP Advisory Services increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.04% in Q2 2026, buying an estimated $162 and bringing the position to 2,818 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #228.

KPP Advisory Services first reported a position in IJT in Q1 2025 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

KPP Advisory Services held 2,818 shares of iShares S&P Small-Cap 600 Growth ETF worth $503K as of Q2 2026.
KPP Advisory Services bought 1 iShares S&P Small-Cap 600 Growth ETF share in Q2 2026, an estimated $162.
iShares S&P Small-Cap 600 Growth ETF made up 0.06% of KPP Advisory Services's portfolio in Q2 2026, its #228 holding.
KPP Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2025 and has held it in 6 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.