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

United Financial Planning 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 		$9.29K Hold
52
– – ﹤0.01% 255
2026
Q1 		$7.53K Hold
52
– – ﹤0.01% 254
2025
Q4 		$7.34K Hold
52
– – ﹤0.01% 235
2025
Q3 		$7.36K Buy
+52
New +$7.18K ﹤0.01% 166

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

United Financial Planning Group's IJT Position: Q2 2026 in Review

United Financial Planning Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 52 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

United Financial Planning Group first reported a position in IJT in Q3 2025 and has held it in 4 quarters since. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • United Financial Planning Group held 52 shares of iShares S&P Small-Cap 600 Growth ETF worth $9.29K as of Q2 2026.
  • United Financial Planning Group 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 ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #255 holding.
  • United Financial Planning Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.