Legacy Financial Group (Iowa)
IJT icon

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

Legacy Financial Group (Iowa)’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 		$210K Buy
+1,175
New +$190K 0.02% 129
2023
Q4 		– Sell
-1,190
Closed -$131K – 254
2023
Q3 		$131K Buy
+1,190
New +$137K 0.03% 113
2021
Q4 		– Sell
-10,473
Closed -$1.36M – 45
2021
Q3 		$1.36M Buy
+10,473
New +$1.38M 0.41% 35

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IJT Position: Q2 2026 in Review

Legacy Financial Group (Iowa) opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,175 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #129 among its holdings. This is a return to the name: Legacy Financial Group (Iowa) previously reported a position in IJT as recently as Q3 2023.

Legacy Financial Group (Iowa) first reported a position in IJT in Q3 2021 and has held it in 3 quarters since. The position peaked at $1.36M in Q3 2021. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Legacy Financial Group (Iowa) held 1,175 shares of iShares S&P Small-Cap 600 Growth ETF worth $210K as of Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new Legacy Financial Group (Iowa) position in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #129 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and has held it in 3 quarters since.
  • Legacy Financial Group (Iowa)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $1.36M in Q3 2021.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.