LKWM
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Lee-Kelleher Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Lee-Kelleher Wealth Management’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 		$3.01M Buy
16,847
+252
+2% +$40.8K 1.57% 14
2026
Q1 		$2.4M Buy
16,595
+93
+0.6% +$13.8K 1.43% 15
2025
Q4 		$2.33M Buy
16,502
+165
+1% +$23.4K 1.39% 16
2025
Q3 		$2.31M Sell
16,337
-727
-4% -$100K 1.42% 16
2025
Q2 		$2.27M Sell
17,064
-30
-0.2% -$3.76K 1.51% 16
2025
Q1 		$2.13M Buy
17,094
+64
+0.4% +$8.56K 1.57% 16
2024
Q4 		$2.31M Buy
+17,030
New +$2.41M 1.64% 16

Other funds holding IJT

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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return

Lee-Kelleher Wealth Management's IJT Position: Q2 2026 in Review

Lee-Kelleher Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.5% in Q2 2026, buying an estimated $40.8K and bringing the position to 16,847 shares worth $3.01M. The position accounts for 1.57% of the portfolio, ranked #14.

Lee-Kelleher Wealth Management first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Lee-Kelleher Wealth Management held 16,847 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.01M as of Q2 2026.
  • Lee-Kelleher Wealth Management bought 252 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $40.8K.
  • iShares S&P Small-Cap 600 Growth ETF made up 1.57% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Lee-Kelleher Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.