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

Powell Investment 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	$71.4K	Hold	400	–	–	0.02%	152
2026 Q1	$57.9K	Hold	400	–	–	0.02%	162
2025 Q4	$56.5K	Hold	400	–	–	0.02%	159
2025 Q3	$56.6K	Hold	400	–	–	0.02%	158
2025 Q2	$53.2K	Hold	400	–	–	0.02%	152
2025 Q1	$49.8K	Hold	400	–	–	0.02%	136
2024 Q4	$54.1K	Hold	400	–	–	0.03%	144
2024 Q3	$55.8K	Hold	400	–	–	0.03%	135
2024 Q2	$51.4K	Buy	+400	New	+$51.2K	0.03%	139

Other funds holding IJT

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

Powell Investment Advisors's IJT Position: Q2 2026 in Review

Powell Investment Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 400 shares worth $71.4K. The position accounts for 0.02% of the portfolio, ranked #152.

Powell Investment Advisors first reported a position in IJT in Q2 2024 and has held it in 9 quarters since. 541 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Powell Investment Advisors held 400 shares of iShares S&P Small-Cap 600 Growth ETF worth $71.4K as of Q2 2026.
Powell Investment 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 0.02% of Powell Investment Advisors's portfolio in Q2 2026, its #152 holding.
Powell Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2024 and has held it in 9 quarters since.
541 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.