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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
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

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

Prosperity Planning's IJT Position: Q2 2026 in Review

Prosperity Planning reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.5% in Q2 2026, selling an estimated $13K and leaving 2,238 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #87.

Prosperity Planning first reported a position in IJT in Q4 2020 and has held it in 23 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Prosperity Planning held 2,238 shares of iShares S&P Small-Cap 600 Growth ETF worth $400K as of Q2 2026.
  • Prosperity Planning sold 80 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $13K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.09% of Prosperity Planning's portfolio in Q2 2026, its #87 holding.
  • Prosperity Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.