WH
IJT icon

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

Willner & Heller’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 		$1.6M Buy
8,982
+14
+0.2% +$2.27K 1% 24
2026
Q1 		$1.3M Buy
8,968
+14
+0.2% +$2.08K 0.97% 24
2025
Q4 		$1.26M Sell
8,954
-43
-0.5% -$6.09K 0.91% 26
2025
Q3 		$1.27M Buy
8,997
+19
+0.2% +$2.62K 0.98% 26
2025
Q2 		$1.19M Sell
8,978
-169
-2% -$21.2K 1.01% 26
2025
Q1 		$1.14M Sell
9,147
-259
-3% -$34.6K 1.05% 24
2024
Q4 		$1.27M Buy
9,406
+47
+0.5% +$6.65K 1.12% 20
2024
Q3 		$1.31M Sell
9,359
-312
-3% -$42.1K 1.16% 19
2024
Q2 		$1.24M Buy
9,671
+17
+0.2% +$2.17K 1.19% 19
2024
Q1 		$1.26M Sell
9,654
-7
-0.1% -$874 1.26% 15
2023
Q4 		$1.21M Buy
+9,661
New +$1.08M 1.35% 14
2022
Q4 		$1.02M Sell
9,467
-383
-4% -$42.1K 1.45% 14
2022
Q3 		$1M Buy
9,850
+32
+0.3% +$3.59K 1.61% 12
2022
Q2 		$1.03M Buy
9,818
+35
+0.4% +$3.97K 1.61% 12
2022
Q1 		$1.36M Sell
9,783
-82
-0.8% -$10.3K 1.67% 10
2021
Q4 		$1.28M Buy
+9,865
New +$1.34M 1.71% 9

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
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
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
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Willner & Heller's IJT Position: Q2 2026 in Review

Willner & Heller increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.16% in Q2 2026, buying an estimated $2.27K and bringing the position to 8,982 shares worth $1.6M. The position accounts for 1% of the portfolio, ranked #24.

Willner & Heller first reported a position in IJT in Q4 2021 and has held it in 16 quarters since. 144 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Willner & Heller held 8,982 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.6M as of Q2 2026.
  • Willner & Heller bought 14 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $2.27K.
  • iShares S&P Small-Cap 600 Growth ETF made up 1% of Willner & Heller's portfolio in Q2 2026, its #24 holding.
  • Willner & Heller first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.