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

USA Financial Formulas’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 		$98.6K Buy
+552
New +$89.5K 0.02% 181
2021
Q4 		– Sell
-39
Closed -$5K – 432
2021
Q3 		$5K Sell
39
-15
-28% -$1.98K ﹤0.01% 269
2021
Q2 		$7K Hold
54
– – 0.01% 247
2021
Q1 		$7K Buy
+54
New +$6.86K 0.01% 227

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

USA Financial Formulas's IJT Position: Q2 2026 in Review

USA Financial Formulas opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 552 shares worth $98.6K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in IJT as recently as Q3 2021.

USA Financial Formulas first reported a position in IJT in Q1 2021 and has held it in 4 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • USA Financial Formulas held 552 shares of iShares S&P Small-Cap 600 Growth ETF worth $98.6K as of Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new USA Financial Formulas position in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of USA Financial Formulas's portfolio in Q2 2026, its #181 holding.
  • USA Financial Formulas first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and has held it in 4 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.