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

Summit Financial Strategies’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 		$397K Hold
2,224
– – 0.03% 111
2026
Q1 		$322K Hold
2,224
– – 0.03% 122
2025
Q4 		$314K Hold
2,224
– – 0.03% 119
2025
Q3 		$315K Sell
2,224
-55
-2% -$7.59K 0.03% 120
2025
Q2 		$303K Buy
2,279
+457
+25% +$57.3K 0.03% 119
2025
Q1 		$227K Sell
1,822
-119
-6% -$15.9K 0.02% 128
2024
Q4 		$263K Sell
1,941
-97
-5% -$13.7K 0.03% 118
2024
Q3 		$284K Buy
2,038
+140
+7% +$18.9K 0.03% 119
2024
Q2 		$244K Sell
1,898
-46
-2% -$5.88K 0.03% 122
2024
Q1 		$254K Hold
1,944
– – 0.04% 121
2023
Q4 		$243K Buy
1,944
+42
+2% +$4.71K 0.04% 122
2023
Q3 		$209K Sell
1,902
-14
-0.7% -$1.61K 0.04% 119
2023
Q2 		$220K Hold
1,916
– – 0.04% 117
2023
Q1 		$211K Buy
1,916
+13
+0.7% +$1.47K 0.04% 112
2022
Q4 		$206K Sell
1,903
-120
-6% -$13.2K 0.04% 111
2022
Q3 		$206K Sell
2,023
-739
-27% -$83K 0.05% 111
2022
Q2 		$291K Buy
2,762
+1,003
+57% +$114K 0.07% 90
2022
Q1 		$220K Buy
+1,759
New +$222K 0.04% 110

Other funds holding IJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
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

Summit Financial Strategies's IJT Position: Q2 2026 in Review

Summit Financial Strategies held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 2,224 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #111.

Summit Financial Strategies first reported a position in IJT in Q1 2022 and has held it in 18 quarters since. 541 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Summit Financial Strategies held 2,224 shares of iShares S&P Small-Cap 600 Growth ETF worth $397K as of Q2 2026.
  • Summit Financial Strategies 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 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #111 holding.
  • Summit Financial Strategies first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 541 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.