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

Mark Sheptoff Financial Planning’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	$31.6K	Hold	177	–	–	0.02%	228
2026 Q1	$28.9K	Hold	177	–	–	0.02%	230
2025 Q4	$24.9K	Hold	177	–	–	0.01%	256
2025 Q3	$25K	Buy	177 +71	+67%	+$9.8K	0.01%	253
2025 Q2	$14.1K	Hold	106	–	–	0.01%	305
2025 Q1	$13.2K	Buy	+106	New	+$14.2K	0.01%	293

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

Mark Sheptoff Financial Planning's IJT Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 177 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #228.

Mark Sheptoff Financial Planning first reported a position in IJT in Q1 2025 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Mark Sheptoff Financial Planning held 177 shares of iShares S&P Small-Cap 600 Growth ETF worth $31.6K as of Q2 2026.
Mark Sheptoff Financial Planning left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #228 holding.
Mark Sheptoff Financial Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2025 and has held it in 6 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.