MWA
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Midland Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Midland Wealth Advisors’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 		$687K Sell
3,848
-218
-5% -$35.3K 0.03% 90
2026
Q1 		$588K Sell
4,066
-730
-15% -$108K 0.03% 99
2025
Q4 		$677K Sell
4,796
-68
-1% -$9.63K 0.04% 90
2025
Q3 		$688K Sell
4,864
-993
-17% -$137K 0.04% 95
2025
Q2 		$779K Sell
5,857
-452
-7% -$56.6K 0.04% 87
2025
Q1 		$785K Sell
6,309
-499
-7% -$66.7K 0.05% 94
2024
Q4 		$922K Sell
6,808
-330
-5% -$46.7K 0.06% 88
2024
Q3 		$996K Sell
7,138
-2,179
-23% -$294K 0.06% 90
2024
Q2 		$1.2M Sell
9,317
-53
-0.6% -$6.78K 0.07% 79
2024
Q1 		$1.22M Sell
9,370
-1,206
-11% -$151K 0.08% 74
2023
Q4 		$1.32M Buy
+10,576
New +$1.19M 0.09% 64

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
SL
StoryOne LLC Overland Park, Kansas $212M AUM
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Midland Wealth Advisors's IJT Position: Q2 2026 in Review

Midland Wealth Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5.4% in Q2 2026, selling an estimated $35.3K and leaving 3,848 shares worth $687K. The position accounts for 0.03% of the portfolio, ranked #90.

Midland Wealth Advisors first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2023. 252 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Midland Wealth Advisors held 3,848 shares of iShares S&P Small-Cap 600 Growth ETF worth $687K as of Q2 2026.
  • Midland Wealth Advisors sold 218 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $35.3K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Midland Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Midland Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.32M in Q4 2023.
  • 252 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.