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

WJ 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 		$254K Sell
1,420
-48
-3% -$7.78K 0.19% 108
2026
Q1 		$212K Buy
+1,468
New +$218K 0.17% 120

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

WJ Financial Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.3% in Q2 2026, selling an estimated $7.78K and leaving 1,420 shares worth $254K. The position accounts for 0.19% of the portfolio, ranked #108.

WJ Financial Advisors first reported a position in IJT in Q1 2026 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • WJ Financial Advisors held 1,420 shares of iShares S&P Small-Cap 600 Growth ETF worth $254K as of Q2 2026.
  • WJ Financial Advisors sold 48 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $7.78K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.19% of WJ Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • WJ Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.