Wealthcare Advisory Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Wealthcare Advisory Partners’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	$1.49M	Buy	8,340 +8	+0.1%	+$1.3K	0.03%	419
2026 Q1	$1.21M	Buy	8,332 +405	+5%	+$60.1K	0.02%	471
2025 Q4	$1.12M	Buy	7,927 +67	+0.9%	+$9.48K	0.02%	482
2025 Q3	$1.11M	Sell	7,860 -141	-2%	-$19.5K	0.02%	475
2025 Q2	$1.06M	Buy	8,001 +95	+1%	+$11.9K	0.02%	465
2025 Q1	$984K	Sell	7,906 -464	-6%	-$62.1K	0.03%	447
2024 Q4	$1.13M	Sell	8,370 -23	-0.3%	-$3.25K	0.03%	392
2024 Q3	$1.17M	Buy	8,393 +14	+0.2%	+$1.89K	0.03%	384
2024 Q2	$1.08M	Buy	8,379 +676	+9%	+$86.5K	0.03%	364
2024 Q1	$1.01M	Buy	7,703 +5,567	+261%	+$695K	0.03%	361
2023 Q4	$267K	Sell	2,136 -2	-0.1%	-$224	0.01%	638
2023 Q3	$235K	Sell	2,138 -56	-3%	-$6.46K	0.01%	609
2023 Q2	$252K	Sell	2,194 -28	-1%	-$3.06K	0.01%	617
2023 Q1	$244K	Buy	2,222 +111	+5%	+$12.5K	0.01%	639
2022 Q4	$228K	Sell	2,111 -185	-8%	-$20.3K	0.01%	616
2022 Q3	$233K	Buy	+2,296	New	+$258K	0.01%	536
2021 Q2	–	Sell	-1,057	Closed	-$136K	–	1176
2021 Q1	$136K	Buy	+1,057	New	+$134K	0.01%	575
2020 Q2	–	Sell	-1,126	Closed	-$78K	–	834
2020 Q1	$78K	Sell	1,126 -210	-16%	-$18.5K	0.01%	419
2019 Q4	$129K	Buy	1,336 +2	+0.1%	+$185	0.02%	354
2019 Q3	$119K	Sell	1,334 -68	-5%	-$6.14K	0.02%	347
2019 Q2	$128K	Sell	1,402 -166	-11%	-$14.9K	0.02%	334
2019 Q1	$140K	Sell	1,568 -402	-20%	-$35.5K	0.02%	285
2018 Q4	$159K	Sell	1,970 -100	-5%	-$8.91K	0.03%	241
2018 Q3	$209K	Sell	2,070 -102	-5%	-$10.3K	0.04%	211
2018 Q2	$205K	Buy	2,172 +620	+40%	+$56.9K	0.04%	209
2018 Q1	$135K	Buy	1,552 +222	+17%	+$19.3K	0.03%	238
2017 Q4	$113K	Sell	1,330 -204	-13%	-$17.1K	0.03%	239
2017 Q3	$126K	Buy	1,534 +1,312	+591%	+$102K	0.04%	191
2017 Q2	$17K	Hold	222	–	–	0.01%	70
2017 Q1	$17K	Sell	222 -132	-37%	-$10K	0.01%	67
2016 Q4	$27K	Buy	354 +2	+0.6%	+$141	0.02%	59
2016 Q3	$24K	Sell	352 -42	-11%	-$2.83K	0.02%	49
2016 Q2	$25K	Buy	+394	New	+$24.8K	0.02%	64

Other funds holding IJT

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return

Wealthcare Advisory Partners's IJT Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.1% in Q2 2026, buying an estimated $1.3K and bringing the position to 8,340 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #419.

Wealthcare Advisory Partners first reported a position in IJT in Q2 2016 and has held it in 33 quarters since. 232 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Wealthcare Advisory Partners held 8,340 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.49M as of Q2 2026.
Wealthcare Advisory Partners bought 8 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $1.3K.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #419 holding.
Wealthcare Advisory Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2016 and has held it in 33 quarters since.
232 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.