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

Team Financial Group’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 		– Sell
-104
Closed -$15.1K – 150
2026
Q1 		$15.1K Hold
104
– – 0.01% 179
2025
Q4 		$14.7K Hold
104
– – 0.01% 169
2025
Q3 		$14.7K Buy
104
+1
+1% +$138 0.01% 162
2025
Q2 		$13.8K Buy
+103
New +$12.9K 0.01% 153

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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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
SL
StoryOne LLC Overland Park, Kansas $212M AUM
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Team Financial Group's IJT Position: Q2 2026 in Review

Team Financial Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026, closing a stake of 104 shares — an estimated $15.1K sold.

Team Financial Group first reported a position in IJT in Q2 2025 and held it in 4 quarters. The position peaked at $15.1K in Q1 2026. 271 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Team Financial Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 104 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $15.1K.
  • Team Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $15.1K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.