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

Physician 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	$30.2K	Hold	169	–	–	﹤0.01%	549
2026 Q1	$24.5K	Hold	169	–	–	﹤0.01%	574
2025 Q4	$23.9K	Hold	169	–	–	﹤0.01%	545
2025 Q3	$23.9K	Hold	169	–	–	﹤0.01%	532
2025 Q2	$22.5K	Hold	169	–	–	﹤0.01%	492
2025 Q1	$21K	Hold	169	–	–	﹤0.01%	474
2024 Q4	$22.9K	Buy	+169	New	+$23.9K	﹤0.01%	476

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

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

Physician Wealth Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 169 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Physician Wealth Advisors first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Physician Wealth Advisors held 169 shares of iShares S&P Small-Cap 600 Growth ETF worth $30.2K as of Q2 2026.
Physician 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 ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #549 holding.
Physician 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.
193 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.