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WealthPlan Investment Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

WealthPlan Investment Management’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 		$527K Hold
2,948
– – 0.03% 308
2026
Q1 		$427K Buy
2,948
+1,054
+56% +$156K 0.02% 328
2025
Q4 		$267K Hold
1,894
– – 0.02% 326
2025
Q3 		$268K Hold
1,894
– – 0.02% 287
2025
Q2 		$252K Buy
+1,894
New +$237K 0.02% 306

Other funds holding IJT

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
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WealthPlan Investment Management's IJT Position: Q2 2026 in Review

WealthPlan Investment Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 2,948 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #308.

WealthPlan Investment Management first reported a position in IJT in Q2 2025 and has held it in 5 quarters since. 322 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • WealthPlan Investment Management held 2,948 shares of iShares S&P Small-Cap 600 Growth ETF worth $527K as of Q2 2026.
  • WealthPlan Investment Management 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 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #308 holding.
  • WealthPlan Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 322 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.