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

Security 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	$257K	Hold	1,440	–	–	0.04%	178
2026 Q1	$208K	Hold	1,440	–	–	0.03%	197
2025 Q4	$203K	Hold	1,440	–	–	0.03%	212
2025 Q3	$204K	Buy	+1,440	New	+$199K	0.03%	201
2024 Q4	–	Sell	-1,440	Closed	-$201K	–	171
2024 Q3	$201K	Buy	+1,440	New	+$194K	0.04%	163
2023 Q4	–	Sell	-2,761	Closed	-$303K	–	170
2023 Q3	$303K	Sell	2,761 -69	-2%	-$7.96K	0.09%	125
2023 Q2	$325K	Buy	2,830 +697	+33%	+$76.1K	0.09%	114
2023 Q1	$235K	Buy	2,133 +98	+5%	+$11.1K	0.07%	127
2022 Q4	$220K	Sell	2,035 -111	-5%	-$12.2K	0.07%	129
2022 Q3	$218K	Buy	+2,146	New	+$241K	0.07%	126
2022 Q2	–	Sell	-1,775	Closed	-$222K	–	132
2022 Q1	$222K	Sell	1,775 -35	-2%	-$4.41K	0.07%	125
2021 Q4	$251K	Buy	+1,810	New	+$246K	0.08%	120

Other funds holding IJT

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return