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

Tobias Financial 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 		$3.79M Sell
21,232
-124
-0.6% -$20.1K 0.48% 34
2026
Q1 		$3.09M Sell
21,356
-2,519
-11% -$374K 0.43% 39
2025
Q4 		$3.37M Sell
23,875
-350
-1% -$49.5K 0.48% 38
2025
Q3 		$3.43M Sell
24,225
-346
-1% -$47.8K 0.52% 35
2025
Q2 		$3.27M Sell
24,571
-276
-1% -$34.6K 0.56% 34
2025
Q1 		$3.09M Sell
24,847
-288
-1% -$38.5K 0.6% 31
2024
Q4 		$3.4M Sell
25,135
-11
-0% -$1.56K 0.68% 28
2024
Q3 		$3.51M Buy
25,146
+49
+0.2% +$6.61K 0.7% 28
2024
Q2 		$3.22M Sell
25,097
-171
-0.7% -$21.9K 0.7% 29
2024
Q1 		$3.3M Sell
25,268
-166
-0.7% -$20.7K 0.75% 30
2023
Q4 		$3.18M Sell
25,434
-1,313
-5% -$147K 0.78% 29
2023
Q3 		$2.93M Sell
26,747
-18,495
-41% -$2.13M 0.77% 34
2023
Q2 		$5.2M Buy
45,242
+1,012
+2% +$111K 1.4% 22
2023
Q1 		$4.86M Sell
44,230
-618
-1% -$69.7K 1.43% 21
2022
Q4 		$4.85M Sell
44,848
-391
-0.9% -$43K 1.59% 20
2022
Q3 		$4.6M Buy
45,239
+8,279
+22% +$930K 1.62% 20
2022
Q2 		$3.89M Sell
36,960
-2,144
-5% -$243K 1.31% 21
2022
Q1 		$4.89M Buy
+39,104
New +$4.93M 1.69% 19
2021
Q4 		– Sell
-36,915
Closed -$4.8M – 87
2021
Q3 		$4.8M Buy
36,915
+3,965
+12% +$523K 1.79% 17
2021
Q2 		$4.37M Buy
32,950
+1,895
+6% +$247K 1.73% 18
2021
Q1 		$3.98M Sell
31,055
-2,136
-6% -$271K 1.69% 17
2020
Q4 		$3.79M Buy
33,191
+529
+2% +$53.9K 1.73% 17
2020
Q3 		$2.88M Buy
32,662
+528
+2% +$47.2K 1.58% 16
2020
Q2 		$2.73M Sell
32,134
-6,796
-17% -$530K 1.6% 15
2020
Q1 		$2.68M Buy
38,930
+1,266
+3% +$112K 1.94% 15
2019
Q4 		$3.64M Buy
+37,664
New +$3.48M 2.33% 14

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tobias Financial Advisors's IJT Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.58% in Q2 2026, selling an estimated $20.1K and leaving 21,232 shares worth $3.79M. The position accounts for 0.48% of the portfolio, ranked #34.

Tobias Financial Advisors first reported a position in IJT in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.2M in Q2 2023. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Tobias Financial Advisors held 21,232 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.79M as of Q2 2026.
  • Tobias Financial Advisors sold 124 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $20.1K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.48% of Tobias Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • Tobias Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Tobias Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $5.2M in Q2 2023.
  • 818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.