Strategic Family Wealth Counselors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Strategic Family Wealth Counselors’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 Q1	$837K	Buy	5,781 +277	+5%	+$41.1K	0.22%	76
2025 Q4	$819K	Sell	5,504 -8	-0.1%	-$1.13K	0.18%	92
2025 Q3	$780K	Hold	5,512	–	–	0.2%	76
2025 Q2	$733K	Buy	5,512 +2,444	+80%	+$306K	0.21%	73
2025 Q1	$382K	Sell	3,068 -3,005	-49%	-$402K	0.12%	98
2024 Q4	$822K	Buy	+6,073	New	+$859K	0.27%	65
2023 Q4	–	Sell	-2,168	Closed	-$238K	–	119
2023 Q3	$238K	Hold	2,168	–	–	0.11%	90
2023 Q2	$249K	Hold	2,168	–	–	0.11%	89
2023 Q1	$238K	Sell	2,168 -18,540	-90%	-$2.09M	0.11%	91
2022 Q4	$2.24M	Buy	+20,708	New	+$2.28M	1.11%	30

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Family Wealth Counselors's IJT Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5% in Q1 2026, buying an estimated $41.1K and bringing the position to 5,781 shares worth $837K. The position accounts for 0.22% of the portfolio, ranked #76.

Strategic Family Wealth Counselors first reported a position in IJT in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.24M in Q4 2022. 760 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Strategic Family Wealth Counselors held 5,781 shares of iShares S&P Small-Cap 600 Growth ETF worth $837K as of Q1 2026.
Strategic Family Wealth Counselors bought 277 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $41.1K.
iShares S&P Small-Cap 600 Growth ETF made up 0.22% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #76 holding.
Strategic Family Wealth Counselors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 10 quarters since.
Strategic Family Wealth Counselors's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.24M in Q4 2022.
760 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.