Moisand Fitzgerald Tamayo’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Moisand Fitzgerald Tamayo’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	$14.3K	Sell	80 -98	-55%	-$15.9K	﹤0.01%	324
2026 Q1	$25.8K	Hold	178	–	–	﹤0.01%	251
2025 Q4	$25.1K	Hold	178	–	–	﹤0.01%	258
2025 Q3	$25.2K	Hold	178	–	–	﹤0.01%	256
2025 Q2	$23.7K	Sell	178 -78	-30%	-$9.77K	﹤0.01%	263
2025 Q1	$31.9K	Sell	256 -120	-32%	-$16K	﹤0.01%	234
2024 Q4	$50.9K	Hold	376	–	–	0.01%	182
2024 Q3	$52.4K	Hold	376	–	–	0.01%	190
2024 Q2	$48.3K	Hold	376	–	–	0.01%	178
2024 Q1	$49.2K	Sell	376 -65	-15%	-$8.11K	0.01%	181
2023 Q4	$55.2K	Buy	441 +65	+17%	+$7.29K	0.01%	167
2023 Q3	$41.2K	Hold	376	–	–	0.01%	196
2023 Q2	$43.2K	Hold	376	–	–	0.01%	188
2023 Q1	$41.3K	Sell	376 -78	-17%	-$8.79K	0.01%	199
2022 Q4	$49.1K	Buy	454 +30	+7%	+$3.3K	0.01%	174
2022 Q3	$43K	Hold	424	–	–	0.01%	172
2022 Q2	$45K	Buy	+424	New	+$48.1K	0.01%	163
2022 Q1	–	Sell	-424	Closed	-$59K	–	574
2021 Q4	$59K	Sell	424 -38	-8%	-$5.17K	0.02%	139
2021 Q3	$60K	Hold	462	–	–	0.02%	137
2021 Q2	$61K	Hold	462	–	–	0.02%	135
2021 Q1	$59K	Hold	462	–	–	0.03%	117
2020 Q4	$53K	Sell	462 -912	-66%	-$92.9K	0.02%	126
2020 Q3	$121K	Sell	1,374 -154	-10%	-$13.8K	0.06%	85
2020 Q2	$130K	Hold	1,528	–	–	0.07%	80
2020 Q1	$105K	Hold	1,528	–	–	0.07%	83
2019 Q4	$148K	Hold	1,528	–	–	0.08%	83
2019 Q3	$136K	Hold	1,528	–	–	0.07%	85
2019 Q2	$139K	Hold	1,528	–	–	0.08%	85
2019 Q1	$136K	Hold	1,528	–	–	0.08%	85
2018 Q4	$123K	Hold	1,528	–	–	0.08%	85
2018 Q3	$154K	Hold	1,528	–	–	0.09%	84
2018 Q2	$144K	Hold	1,528	–	–	0.08%	84
2018 Q1	$133K	Hold	1,528	–	–	0.08%	88
2017 Q4	$130K	Hold	1,528	–	–	0.08%	78
2017 Q3	$126K	Buy	+1,528	New	+$119K	0.08%	78
2016 Q2	–	Sell	-1,528	Closed	-$95K	–	116
2016 Q1	$95K	Hold	1,528	–	–	0.08%	73
2015 Q4	$95K	Buy	+1,528	New	+$96.9K	0.08%	71

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

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

Moisand Fitzgerald Tamayo's IJT Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 55% in Q2 2026, selling an estimated $15.9K and leaving 80 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Moisand Fitzgerald Tamayo first reported a position in IJT in Q4 2015 and has held it in 37 quarters since. The position peaked at $154K in Q3 2018. 234 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Moisand Fitzgerald Tamayo held 80 shares of iShares S&P Small-Cap 600 Growth ETF worth $14.3K as of Q2 2026.
Moisand Fitzgerald Tamayo sold 98 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $15.9K.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #324 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2015 and has held it in 37 quarters since.
Moisand Fitzgerald Tamayo's iShares S&P Small-Cap 600 Growth ETF position peaked at $154K in Q3 2018.
234 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.