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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Security Financial Services held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,440 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #178.

Security Financial Services first reported a position in IJT in Q4 2021 and has held it in 12 quarters since. The position peaked at $325K in Q2 2023. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Security Financial Services held 1,440 shares of iShares S&P Small-Cap 600 Growth ETF worth $257K as of Q2 2026.
Security Financial Services left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Security Financial Services's portfolio in Q2 2026, its #178 holding.
Security Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 12 quarters since.
Security Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $325K in Q2 2023.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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