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

Prospera Financial 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 		$11.3M Buy
63,402
+58,145
+1,106% +$9.42M 0.16% 137
2026
Q1 		$762K Sell
5,257
-108
-2% -$16K 0.01% 832
2025
Q4 		$759K Sell
5,365
-736
-12% -$104K 0.01% 782
2025
Q3 		$865K Sell
6,101
-59,937
-91% -$8.27M 0.01% 740
2025
Q2 		$8.79M Sell
66,038
-745
-1% -$93.3K 0.16% 137
2025
Q1 		$8.32M Buy
66,783
+63,087
+1,707% +$8.44M 0.19% 120
2024
Q4 		$501K Sell
3,696
-59
-2% -$8.35K 0.01% 744
2024
Q3 		$525K Sell
3,755
-58,403
-94% -$7.88M 0.01% 709
2024
Q2 		$7.98M Sell
62,158
-106
-0.2% -$13.6K 0.22% 99
2024
Q1 		$8.14M Sell
62,264
-1,516
-2% -$189K 0.24% 88
2023
Q4 		$7.98M Buy
63,780
+354
+0.6% +$39.7K 0.26% 80
2023
Q3 		$6.96M Sell
63,426
-2,074
-3% -$239K 0.27% 78
2023
Q2 		$7.53M Buy
65,500
+59,248
+948% +$6.47M 0.29% 78
2023
Q1 		$688K Buy
6,252
+1,956
+46% +$221K 0.03% 523
2022
Q4 		$464K Buy
4,296
+348
+9% +$38.3K 0.02% 557
2022
Q3 		$402K Buy
3,948
+2,160
+121% +$243K 0.02% 584
2022
Q2 		$189K Sell
1,788
-3,550
-67% -$402K 0.01% 755
2022
Q1 		$668K Buy
5,338
+1,573
+42% +$198K 0.03% 516
2021
Q4 		$522K Buy
3,765
+98
+3% +$13.3K 0.02% 559
2021
Q3 		$477K Sell
3,667
-10,095
-73% -$1.33M 0.02% 549
2021
Q2 		$1.82M Buy
13,762
+9,503
+223% +$1.24M 0.09% 259
2021
Q1 		$547K Buy
4,259
+1,405
+49% +$179K 0.03% 468
2020
Q4 		$326K Buy
2,854
+1,238
+77% +$126K 0.02% 515
2020
Q3 		$143K Buy
+1,616
New +$145K 0.05% 316
2020
Q1 		– Sell
-2,856
Closed -$276K – 571
2019
Q4 		$276K Buy
2,856
+90
+3% +$8.31K 0.02% 500
2019
Q3 		$247K Buy
2,766
+32
+1% +$2.89K 0.03% 473
2019
Q2 		$250K Buy
+2,734
New +$246K 0.03% 443
2018
Q4 		– Sell
-4,872
Closed -$468K – 420
2018
Q3 		$468K Sell
4,872
-1,380
-22% -$139K 0.09% 223
2018
Q2 		$600K Sell
6,252
-448
-7% -$41.1K 0.08% 200
2018
Q1 		$584K Buy
6,700
+3,384
+102% +$295K 0.08% 209
2017
Q4 		$284K Buy
+3,316
New +$277K 0.04% 324
2016
Q1 		– Sell
-3,632
Closed -$226K – 356
2015
Q4 		$226K Sell
3,632
-2,240
-38% -$142K 0.05% 243
2015
Q3 		$353K Sell
5,872
-1,336
-19% -$85.5K 0.09% 159
2015
Q2 		$472K Sell
7,208
-122
-2% -$7.96K 0.11% 140
2015
Q1 		$477K Buy
7,330
+2,202
+43% +$138K 0.11% 148
2014
Q4 		$314K Buy
5,128
+2
+0% +$117 0.08% 205
2014
Q3 		$234K Sell
5,126
-634
-11% -$37K 0.06% 236
2014
Q2 		$348K Buy
5,760
+454
+9% +$26.3K 0.09% 175
2014
Q1 		$219K Buy
5,306
+32
+0.6% +$1.88K 0.07% 216
2013
Q4 		$313K Buy
5,274
+38
+0.7% +$2.16K 0.11% 154
2013
Q3 		$287K Buy
+5,236
New +$273K 0.11% 159

Other funds holding IJT

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return
SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM

Prospera Financial Services's IJT Position: Q2 2026 in Review

Prospera Financial Services increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1,106% in Q2 2026, buying an estimated $9.42M and bringing the position to 63,402 shares worth $11.3M. The position accounts for 0.16% of the portfolio, ranked #137.

Prospera Financial Services first reported a position in IJT in Q3 2013 and has held it in 41 quarters since. 137 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Prospera Financial Services held 63,402 shares of iShares S&P Small-Cap 600 Growth ETF worth $11.3M as of Q2 2026.
  • Prospera Financial Services bought 58,145 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $9.42M.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.16% of Prospera Financial Services's portfolio in Q2 2026, its #137 holding.
  • Prospera Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2013 and has held it in 41 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.