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

PlanVest Financial’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 		$3.69K Buy
21
+1
+5% +$162 ﹤0.01% 481
2026
Q1 		$2.98K Buy
+20
New +$2.97K ﹤0.01% 467

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PlanVest Financial's IJT Position: Q2 2026 in Review

PlanVest Financial increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5% in Q2 2026, buying an estimated $162 and bringing the position to 21 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

PlanVest Financial first reported a position in IJT in Q1 2026 and has held it in 2 quarters since. 801 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • PlanVest Financial held 21 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.69K as of Q2 2026.
  • PlanVest Financial bought 1 iShares S&P Small-Cap 600 Growth ETF share in Q2 2026, an estimated $162.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #481 holding.
  • PlanVest Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 801 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.