WF
IJT icon

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

Warner Financial’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 		$401K Buy
2,247
+1
+0% +$162 0.12% 108
2026
Q1 		$325K Buy
2,246
+1
+0% +$148 0.11% 106
2025
Q4 		$317K Buy
2,245
+3
+0.1% +$425 0.11% 106
2025
Q3 		$317K Buy
2,242
+2
+0.1% +$276 0.12% 101
2025
Q2 		$298K Buy
2,240
+2
+0.1% +$251 0.12% 97
2025
Q1 		$279K Buy
2,238
+2
+0.1% +$267 0.12% 97
2024
Q4 		$303K Buy
2,236
+2
+0.1% +$283 0.13% 98
2024
Q3 		$312K Buy
2,234
+3
+0.1% +$405 0.14% 99
2024
Q2 		$287K Buy
2,231
+6
+0.3% +$767 0.14% 97
2024
Q1 		$291K Buy
+2,225
New +$278K 0.15% 95

Other funds holding IJT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Warner Financial's IJT Position: Q2 2026 in Review

Warner Financial increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.04% in Q2 2026, buying an estimated $162 and bringing the position to 2,247 shares worth $401K. The position accounts for 0.12% of the portfolio, ranked #108.

Warner Financial first reported a position in IJT in Q1 2024 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Warner Financial held 2,247 shares of iShares S&P Small-Cap 600 Growth ETF worth $401K as of Q2 2026.
  • Warner Financial bought 1 iShares S&P Small-Cap 600 Growth ETF share in Q2 2026, an estimated $162.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.12% of Warner Financial's portfolio in Q2 2026, its #108 holding.
  • Warner Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.