PKS Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

PKS Advisory Services’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	$1.16M	Buy	6,513 +973	+18%	+$158K	0.19%	117
2026 Q1	$802K	Sell	5,540 -214	-4%	-$31.7K	0.19%	111
2025 Q4	$812K	Sell	5,754 -107	-2%	-$15.1K	0.19%	104
2025 Q3	$829K	Sell	5,861 -154	-3%	-$21.3K	0.17%	105
2025 Q2	$800K	Sell	6,015 -217	-3%	-$27.2K	0.2%	104
2025 Q1	$776K	Buy	6,232 +563	+10%	+$75.3K	0.21%	100
2024 Q4	$768K	Buy	+5,669	New	+$802K	0.19%	99

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PKS Advisory Services's IJT Position: Q2 2026 in Review

PKS Advisory Services increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 18% in Q2 2026, buying an estimated $158K and bringing the position to 6,513 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #117.

PKS Advisory Services first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

PKS Advisory Services held 6,513 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.16M as of Q2 2026.
PKS Advisory Services bought 973 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $158K.
iShares S&P Small-Cap 600 Growth ETF made up 0.19% of PKS Advisory Services's portfolio in Q2 2026, its #117 holding.
PKS Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.