True Wealth Design’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

True Wealth Design’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 Q3	$24.1K	Hold	150	–	–	0.01%	757
2026 Q2	$26.8K	Hold	150	–	–	0.01%	712
2026 Q1	$21.7K	Buy	150 +8	+6%	+$1.19K	0.01%	682
2025 Q4	$20K	Sell	142 -20	-12%	-$2.83K	0.01%	603
2025 Q3	$22.9K	Sell	162 -59	-27%	-$8.14K	0.01%	556
2025 Q2	$29.4K	Sell	221 -19	-8%	-$2.38K	0.01%	301
2025 Q1	$29.9K	Hold	240	–	–	0.01%	275
2024 Q4	$32.5K	Hold	240	–	–	0.01%	251
2024 Q3	$33.5K	Hold	240	–	–	0.01%	219
2024 Q2	$30.8K	Hold	240	–	–	0.01%	190
2024 Q1	$31.4K	Sell	240 -60	-20%	-$7.49K	0.01%	186
2023 Q4	$37.5K	Hold	300	–	–	0.01%	170
2023 Q3	$32.9K	Hold	300	–	–	0.01%	164
2023 Q2	$34.5K	Hold	300	–	–	0.01%	167
2023 Q1	$33K	Hold	300	–	–	0.01%	182
2022 Q4	$32.4K	Buy	+300	New	+$33K	0.02%	169

Other funds holding IJT

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

PNFS

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design's IJT Position: Q3 2026 in Review

True Wealth Design held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2026 at 150 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #757.

True Wealth Design first reported a position in IJT in Q4 2022 and has held it in 16 quarters since. The position peaked at $37.5K in Q4 2023. 121 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

True Wealth Design held 150 shares of iShares S&P Small-Cap 600 Growth ETF worth $24.1K as of Q3 2026.
True Wealth Design left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #757 holding.
True Wealth Design first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's iShares S&P Small-Cap 600 Growth ETF position peaked at $37.5K in Q4 2023.
121 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.