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

Prosperity Planning’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 		$401K Buy
2,501
+263
+12% +$45K 0.09% 91
2026
Q2 		$400K Sell
2,238
-80
-3% -$13K 0.09% 87
2026
Q1 		$335K Sell
2,318
-1
-0% -$148 0.09% 93
2025
Q4 		$327K Buy
2,319
+20
+0.9% +$2.83K 0.09% 91
2025
Q3 		$325K Sell
2,299
-62
-3% -$8.56K 0.09% 93
2025
Q2 		$314K Buy
2,361
+22
+0.9% +$2.76K 0.09% 94
2025
Q1 		$291K Buy
2,339
+9
+0.4% +$1.2K 0.09% 94
2024
Q4 		$315K Buy
2,330
+7
+0.3% +$990 0.1% 86
2024
Q3 		$324K Buy
2,323
+5
+0.2% +$674 0.1% 88
2024
Q2 		$298K Sell
2,318
-17
-0.7% -$2.17K 0.1% 88
2024
Q1 		$305K Buy
2,335
+18
+0.8% +$2.25K 0.11% 81
2023
Q4 		$290K Buy
2,317
+23
+1% +$2.58K 0.11% 81
2023
Q3 		$252K Sell
2,294
-50
-2% -$5.77K 0.11% 79
2023
Q2 		$269K Buy
2,344
+46
+2% +$5.02K 0.11% 78
2023
Q1 		$253K Buy
2,298
+83
+4% +$9.36K 0.11% 78
2022
Q4 		$243K Hold
2,215
– – 0.12% 71
2022
Q3 		$225K Buy
2,215
+243
+12% +$27.3K 0.12% 78
2022
Q2 		$217K Hold
1,972
– – 0.11% 72
2022
Q1 		$248K Hold
1,972
– – 0.12% 67
2021
Q4 		$274K Sell
1,972
-16
-0.8% -$2.18K 0.14% 65
2021
Q3 		$259K Buy
1,988
+9
+0.5% +$1.19K 0.14% 70
2021
Q2 		$262K Sell
1,979
-91
-4% -$11.8K 0.16% 66
2021
Q1 		$265K Sell
2,070
-127
-6% -$16.1K 0.19% 62
2020
Q4 		$251K Buy
+2,197
New +$224K 0.21% 59

Other funds holding IJT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Prosperity Planning's IJT Position: Q3 2026 in Review

Prosperity Planning increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 12% in Q3 2026, buying an estimated $45K and bringing the position to 2,501 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #91.

Prosperity Planning first reported a position in IJT in Q4 2020 and has held it in 24 quarters since. 56 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Prosperity Planning held 2,501 shares of iShares S&P Small-Cap 600 Growth ETF worth $401K as of Q3 2026.
  • Prosperity Planning bought 263 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $45K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.09% of Prosperity Planning's portfolio in Q3 2026, its #91 holding.
  • Prosperity Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 56 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.