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NorthAvenue LLC’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

NorthAvenue LLC’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 		$1M Buy
5,621
+150
+3% +$24.3K 0.72% 15
2026
Q1 		$792K Buy
5,471
+342
+7% +$50.7K 0.63% 15
2025
Q4 		$724K Buy
+5,129
New +$726K 0.6% 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

NorthAvenue LLC's IJT Position: Q2 2026 in Review

NorthAvenue LLC increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.7% in Q2 2026, buying an estimated $24.3K and bringing the position to 5,621 shares worth $1M. The position accounts for 0.72% of the portfolio, ranked #15.

NorthAvenue LLC first reported a position in IJT in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • NorthAvenue LLC held 5,621 shares of iShares S&P Small-Cap 600 Growth ETF worth $1M as of Q2 2026.
  • NorthAvenue LLC bought 150 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $24.3K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.72% of NorthAvenue LLC's portfolio in Q2 2026, its #15 holding.
  • NorthAvenue LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.