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 Q3	$1.16M	Hold	6,513	–	–	0.19%	116
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

PKS Advisory Services's IJT Position: Q3 2026 in Review

PKS Advisory Services held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2026 at 6,513 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #116.

PKS Advisory Services first reported a position in IJT in Q4 2024 and has held it in 8 quarters since. 409 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

PKS Advisory Services held 6,513 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.16M as of Q3 2026.
PKS Advisory Services left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.19% of PKS Advisory Services's portfolio in Q3 2026, its #116 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 8 quarters since.
409 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.