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

Security National Bank’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 		$170K Hold
954
– – 0.02% 164
2026
Q1 		$138K Hold
954
– – 0.02% 163
2025
Q4 		$135K Sell
954
-1,311
-58% -$186K 0.02% 163
2025
Q3 		$320K Hold
2,265
– – 0.05% 114
2025
Q2 		$301K Hold
2,265
– – 0.05% 103
2025
Q1 		$282K Hold
2,265
– – 0.05% 106
2024
Q4 		$307K Hold
2,265
– – 0.04% 95
2024
Q3 		$316K Hold
2,265
– – 0.04% 97
2024
Q2 		$291K Hold
2,265
– – 0.04% 96
2024
Q1 		$296K Hold
2,265
– – 0.04% 95
2023
Q4 		$283K Sell
2,265
-313
-12% -$35.1K 0.06% 98
2023
Q3 		$286K Buy
2,578
+378
+17% +$43.6K 0.08% 89
2023
Q2 		$253K Buy
2,200
+346
+19% +$37.8K 0.06% 94
2023
Q1 		$204K Buy
+1,854
New +$209K 0.05% 99

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
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
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
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
SLWA
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
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Security National Bank's IJT Position: Q2 2026 in Review

Security National Bank held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 954 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #164.

Security National Bank first reported a position in IJT in Q1 2023 and has held it in 14 quarters since. The position peaked at $320K in Q3 2025. 144 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Security National Bank held 954 shares of iShares S&P Small-Cap 600 Growth ETF worth $170K as of Q2 2026.
  • Security National Bank 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 0.02% of Security National Bank's portfolio in Q2 2026, its #164 holding.
  • Security National Bank first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Security National Bank's iShares S&P Small-Cap 600 Growth ETF position peaked at $320K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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