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

Prosperity Capital 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 		$592K Buy
+3,314
New +$537K 0.03% 254
2025
Q1 		– Sell
-11,649
Closed -$1.58M – 357
2024
Q4 		$1.58M Buy
+11,649
New +$1.65M 0.13% 118

Other funds holding IJT

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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Prosperity Capital Advisors's IJT Position: Q2 2026 in Review

Prosperity Capital Advisors opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 3,314 shares worth $592K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings. This is a return to the name: Prosperity Capital Advisors previously reported a position in IJT as recently as Q4 2024.

Prosperity Capital Advisors first reported a position in IJT in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.58M in Q4 2024. 173 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Prosperity Capital Advisors held 3,314 shares of iShares S&P Small-Cap 600 Growth ETF worth $592K as of Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new Prosperity Capital Advisors position in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #254 holding.
  • Prosperity Capital Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • Prosperity Capital Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.58M in Q4 2024.
  • 173 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.