PFG Private Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

PFG Private Wealth Management’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	$315K	Hold	1,766	–	–	0.14%	61
2026 Q1	$256K	Hold	1,766	–	–	0.11%	67
2025 Q4	$249K	Buy	+1,766	New	+$250K	0.11%	62
2025 Q3	–	Sell	-1,766	Closed	-$235K	–	141
2025 Q2	$235K	Hold	1,766	–	–	0.12%	53
2025 Q1	$220K	Hold	1,766	–	–	0.12%	52
2024 Q4	$239K	Hold	1,766	–	–	0.14%	44
2024 Q3	$246K	Hold	1,766	–	–	0.14%	46
2024 Q2	$227K	Hold	1,766	–	–	0.14%	44
2024 Q1	$231K	Hold	1,766	–	–	0.15%	44
2023 Q4	$221K	Hold	1,766	–	–	0.15%	38
2023 Q3	$194K	Sell	1,766 -120	-6%	-$13.8K	0.14%	34
2023 Q2	$217K	Hold	1,886	–	–	0.13%	45
2023 Q1	$207K	Hold	1,886	–	–	0.13%	48
2022 Q4	$204K	Hold	1,886	–	–	0.13%	54
2022 Q3	$192K	Hold	1,886	–	–	0.13%	53
2022 Q2	$199K	Sell	1,886 -140	-7%	-$15.9K	0.11%	64
2022 Q1	$253K	Buy	2,026 +260	+15%	+$32.8K	0.13%	61
2021 Q4	$245K	Hold	1,766	–	–	0.13%	55
2021 Q3	$230K	Hold	1,766	–	–	0.13%	55
2021 Q2	$234K	Hold	1,766	–	–	0.15%	54
2021 Q1	$226K	Sell	1,766 -6	-0.3%	-$762	0.16%	52
2020 Q4	$202K	Buy	+1,772	New	+$181K	0.15%	46

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

PFG Private Wealth Management's IJT Position: Q2 2026 in Review

PFG Private Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,766 shares worth $315K. The position accounts for 0.14% of the portfolio, ranked #61.

PFG Private Wealth Management first reported a position in IJT in Q4 2020 and has held it in 22 quarters since. 234 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

PFG Private Wealth Management held 1,766 shares of iShares S&P Small-Cap 600 Growth ETF worth $315K as of Q2 2026.
PFG Private Wealth Management 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 0.14% of PFG Private Wealth Management's portfolio in Q2 2026, its #61 holding.
PFG Private Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 22 quarters since.
234 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.