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

Oak 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	$313K	Hold	1,750	–	–	0.15%	59
2026 Q1	$253K	Hold	1,750	–	–	0.14%	54
2025 Q4	$247K	Hold	1,750	–	–	0.14%	54
2025 Q3	$248K	Hold	1,750	–	–	0.14%	54
2025 Q2	$233K	Hold	1,750	–	–	0.15%	55
2025 Q1	$218K	Hold	1,750	–	–	0.16%	50
2024 Q4	$237K	Buy	+1,750	New	+$248K	0.18%	57

Other funds holding IJT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

Oak Wealth Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,750 shares worth $313K. The position accounts for 0.15% of the portfolio, ranked #59.

Oak Wealth Advisors first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Oak Wealth Advisors held 1,750 shares of iShares S&P Small-Cap 600 Growth ETF worth $313K as of Q2 2026.
Oak Wealth Advisors 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 0.15% of Oak Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Oak Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.