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

Wellspring Financial Advisors’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	$627K	Sell	3,510 -506	-13%	-$82K	0.04%	148
2026 Q1	$581K	Sell	4,016 -331	-8%	-$49.1K	0.04%	149
2025 Q4	$614K	Buy	4,347 +10	+0.2%	+$1.42K	0.05%	130
2025 Q3	$614K	Buy	4,337 +7	+0.2%	+$966	0.06%	81
2025 Q2	$576K	Buy	4,330 +8	+0.2%	+$1K	0.06%	81
2025 Q1	$538K	Sell	4,322 -66	-2%	-$8.83K	0.06%	74
2024 Q4	$594K	Buy	4,388 +422	+11%	+$59.7K	0.06%	71
2024 Q3	$553K	Buy	3,966 +500	+14%	+$67.4K	0.07%	80
2024 Q2	$445K	Buy	3,466 +10	+0.3%	+$1.28K	0.06%	84
2024 Q1	$452K	Buy	3,456 +26	+0.8%	+$3.25K	0.07%	76
2023 Q4	$429K	Buy	3,430 +19	+0.6%	+$2.13K	0.11%	77
2023 Q3	$374K	Hold	3,411	–	–	0.11%	73
2023 Q2	$392K	Buy	3,411 +10	+0.3%	+$1.09K	0.11%	67
2023 Q1	$374K	Buy	3,401 +9	+0.3%	+$1.01K	0.11%	74
2022 Q4	$367K	Buy	3,392 +11	+0.3%	+$1.21K	0.12%	74
2022 Q3	$344K	Buy	3,381 +12	+0.4%	+$1.35K	0.13%	59
2022 Q2	$355K	Hold	3,369	–	–	0.12%	57
2022 Q1	$421K	Buy	3,369 +6	+0.2%	+$756	0.12%	60
2021 Q4	$467K	Buy	3,363 +5	+0.1%	+$681	0.13%	58
2021 Q3	$437K	Buy	3,358 +10	+0.3%	+$1.32K	0.13%	59
2021 Q2	$444K	Buy	3,348 +343	+11%	+$44.6K	0.14%	57
2021 Q1	$414K	Sell	3,005 -2,659	-47%	-$338K	0.2%	47
2020 Q4	$647K	Sell	5,664 -372	-6%	-$37.9K	0.23%	47
2020 Q3	$532K	Buy	6,036 +14	+0.2%	+$1.25K	0.21%	47
2020 Q2	$511K	Buy	6,022 +12	+0.2%	+$935	0.21%	46
2020 Q1	$414K	Buy	+6,010	New	+$531K	0.2%	47

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

Wellspring Financial Advisors's IJT Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 13% in Q2 2026, selling an estimated $82K and leaving 3,510 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #148.

Wellspring Financial Advisors first reported a position in IJT in Q1 2020 and has held it in 26 quarters since. The position peaked at $647K in Q4 2020. 234 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Wellspring Financial Advisors held 3,510 shares of iShares S&P Small-Cap 600 Growth ETF worth $627K as of Q2 2026.
Wellspring Financial Advisors sold 506 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $82K.
iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #148 holding.
Wellspring Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2020 and has held it in 26 quarters since.
Wellspring Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $647K in Q4 2020.
234 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.