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

Pathway Financial 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	$2.82M	Sell	16,037 -285	-2%	-$46.2K	0.33%	36
2026 Q1	$2.4M	Sell	16,322 -82	-0.5%	-$12.2K	0.3%	37
2025 Q4	$2.4M	Hold	16,404	–	–	0.3%	36
2025 Q3	$2.32M	Hold	16,404	–	–	0.31%	36
2025 Q2	$2.18M	Sell	16,404 -532	-3%	-$66.7K	0.32%	39
2025 Q1	$2.11M	Hold	16,936	–	–	0.38%	33
2024 Q4	$2.29M	Sell	16,936 -45	-0.3%	-$6.37K	0.53%	30
2024 Q3	$2.37M	Sell	16,981 -188	-1%	-$25.4K	0.61%	28
2024 Q2	$2.21M	Hold	17,169	–	–	0.6%	27
2024 Q1	$2.24M	Hold	17,169	–	–	0.61%	26
2023 Q4	$2.15M	Buy	17,169 +42	+0.2%	+$4.71K	0.62%	25
2023 Q3	$1.88M	Buy	17,127 +385	+2%	+$44.4K	0.64%	23
2023 Q2	$1.92M	Sell	16,742 -75	-0.4%	-$8.19K	0.63%	23
2023 Q1	$1.85M	Sell	16,817 -234	-1%	-$26.4K	0.63%	22
2022 Q4	$1.84M	Buy	17,051 +3	+0%	+$330	0.57%	21
2022 Q3	$1.73M	Buy	17,048 +117	+0.7%	+$13.1K	0.6%	20
2022 Q2	$1.78M	Buy	16,931 +203	+1%	+$23K	0.74%	21
2022 Q1	$2.09M	Buy	16,728 +407	+2%	+$51.3K	0.78%	20
2021 Q4	$2.03M	Buy	+16,321	New	+$2.22M	0.73%	22
2021 Q1	$2.12M	Buy	16,636 +576	+4%	+$73.2K	0.83%	19
2020 Q4	$2.04M	Buy	16,060 +606	+4%	+$61.8K	0.85%	20
2020 Q3	$1.38M	Buy	15,454 +690	+5%	+$61.7K	0.53%	26
2020 Q2	$1.25M	Sell	14,764 -264	-2%	-$20.6K	0.38%	27
2020 Q1	$946K	Sell	15,028 -948	-6%	-$83.7K	0.32%	28
2019 Q4	$1.58M	Buy	15,976 +1,164	+8%	+$107K	0.45%	26
2019 Q3	$1.37M	Sell	14,812 -2,800	-16%	-$253K	0.39%	32
2019 Q2	$1.61M	Buy	17,612 +72	+0.4%	+$6.47K	0.47%	27
2019 Q1	$1.56M	Buy	+17,540	New	+$1.55M	0.49%	27
2018 Q3	–	Sell	-58	Closed	-$5K	–	223
2018 Q2	$5K	Hold	58	–	–	﹤0.01%	384
2018 Q1	$5K	Hold	58	–	–	﹤0.01%	406
2017 Q4	$5K	Buy	+58	New	+$4.85K	﹤0.01%	407

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

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

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Pathway Financial Advisors's IJT Position: Q2 2026 in Review

Pathway Financial Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.7% in Q2 2026, selling an estimated $46.2K and leaving 16,037 shares worth $2.82M. The position accounts for 0.33% of the portfolio, ranked #36.

Pathway Financial Advisors first reported a position in IJT in Q4 2017 and has held it in 31 quarters since. 144 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Pathway Financial Advisors held 16,037 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.82M as of Q2 2026.
Pathway Financial Advisors sold 285 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $46.2K.
iShares S&P Small-Cap 600 Growth ETF made up 0.33% of Pathway Financial Advisors's portfolio in Q2 2026, its #36 holding.
Pathway Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 31 quarters since.
144 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.