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Three Bearings Fiduciary Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Three Bearings Fiduciary Advisors’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 		$64.3K Hold
360
– – 0.06% 73
2026
Q1 		$52.1K Hold
360
– – 0.05% 79
2025
Q4 		$53.2K Buy
+360
New +$51K 0.05% 77

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

Three Bearings Fiduciary Advisors's IJT Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 360 shares worth $64.3K. The position accounts for 0.06% of the portfolio, ranked #73.

Three Bearings Fiduciary Advisors first reported a position in IJT in Q4 2025 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 360 shares of iShares S&P Small-Cap 600 Growth ETF worth $64.3K as of Q2 2026.
  • Three Bearings Fiduciary Advisors 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 0.06% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #73 holding.
  • Three Bearings Fiduciary Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 541 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.