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

YHB Investment 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
Q3 		$376K Hold
2,346
– – 0.02% 247
2026
Q2 		$419K Hold
2,346
– – 0.03% 232
2026
Q1 		$339K Hold
2,346
– – 0.02% 244
2025
Q4 		$331K Hold
2,346
– – 0.02% 246
2025
Q3 		$332K Hold
2,346
– – 0.02% 244
2025
Q2 		$312K Hold
2,346
– – 0.02% 251
2025
Q1 		$292K Hold
2,346
– – 0.02% 244
2024
Q4 		$318K Sell
2,346
-25
-1% -$3.54K 0.03% 226
2024
Q3 		$331K Hold
2,371
– – 0.03% 230
2024
Q2 		$305K Hold
2,371
– – 0.03% 236
2024
Q1 		$310K Buy
2,371
+25
+1% +$3.12K 0.03% 228
2023
Q4 		$294K Hold
2,346
– – 0.03% 227
2023
Q3 		$257K Hold
2,346
– – 0.02% 238
2023
Q2 		$270K Hold
2,346
– – 0.03% 237
2023
Q1 		$258K Hold
2,346
– – 0.03% 246
2022
Q4 		$254K Hold
2,346
– – 0.03% 245
2022
Q3 		$239K Hold
2,346
– – 0.03% 248
2022
Q2 		$247K Sell
2,346
-74
-3% -$8.39K 0.03% 246
2022
Q1 		$303K Hold
2,420
– – 0.03% 241
2021
Q4 		$336K Hold
2,420
– – 0.03% 246
2021
Q3 		$315K Hold
2,420
– – 0.03% 240
2021
Q2 		$321K Hold
2,420
– – 0.03% 242
2021
Q1 		$318K Hold
2,420
– – 0.03% 232
2020
Q4 		$276K Hold
2,420
– – 0.03% 240
2020
Q3 		$213K Buy
+2,420
New +$216K 0.02% 246

Other funds holding IJT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

YHB Investment Advisors's IJT Position: Q3 2026 in Review

YHB Investment Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2026 at 2,346 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #247.

YHB Investment Advisors first reported a position in IJT in Q3 2020 and has held it in 25 quarters since. The position peaked at $419K in Q2 2026. 56 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • YHB Investment Advisors held 2,346 shares of iShares S&P Small-Cap 600 Growth ETF worth $376K as of Q3 2026.
  • YHB Investment Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #247 holding.
  • YHB Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and has held it in 25 quarters since.
  • YHB Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $419K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.