Lee Financial
IJT icon

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

Lee Financial’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 		$17.7M Buy
110,407
+105,482
+2,142% +$18.1M 2.21% 10
2026
Q2 		$880K Sell
4,925
-1,707
-26% -$277K 0.11% 85
2026
Q1 		$960K Sell
6,632
-49,045
-88% -$7.28M 0.14% 76
2025
Q4 		$7.86M Buy
+55,677
New +$7.88M 1.06% 14

Other funds holding IJT

Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Sterling Financial Planning
Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Lee Financial's IJT Position: Q3 2026 in Review

Lee Financial increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2,142% in Q3 2026, buying an estimated $18.1M and bringing the position to 110,407 shares worth $17.7M. The position accounts for 2.21% of the portfolio, ranked #10.

Lee Financial first reported a position in IJT in Q4 2025 and has held it in 4 quarters since. 341 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Lee Financial held 110,407 shares of iShares S&P Small-Cap 600 Growth ETF worth $17.7M as of Q3 2026.
  • Lee Financial bought 105,482 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $18.1M.
  • iShares S&P Small-Cap 600 Growth ETF made up 2.21% of Lee Financial's portfolio in Q3 2026, its #10 holding.
  • Lee Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 341 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.