IJT — ISHARES S&P SMALL-CAP 600 GROWTH ETF

Ownership history in Broadview Financial Management, LLC  ·  32 quarters on record

AI Ownership Summary

Broadview Financial Management, LLC reported ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.08% in 2023 Q4. The latest visible filing shows IJT at 1.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Broadview Financial Management, LLC's position in ISHARES S&P SMALL-CAP 600 GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IJT was reported at 1.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.08% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJT stock page Broadview Financial Management, LLC fund profile Broadview Financial Management, LLC full holdings
How Broadview Financial Management, LLC held IJT — position size vs. price
% of Fund (quarterly)    IJT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 19,455 -126 -0.6% 1.84% $2.7M 2026-02-14 (Est.) $152.26
2025 Q3 REDUCED 19,581 -1,370 -6.5% 1.87% $2.8M 2025-11-06 $138.28
2025 Q2 ADDED 20,951 +343 +1.7% 1.89% $2.8M 2025-08-06 $133.36
2025 Q1 REDUCED 20,608 -49 -0.2% 1.91% $2.6M 2025-05-14 $128.32
2024 Q4 REDUCED 20,657 -420 -2.0% 2.00% $2.8M 2025-02-03 $137.72
2024 Q3 REDUCED 21,077 -10 -0.0% 1.99% $2.9M 2024-11-25 $148.65
2024 Q2 REDUCED 21,087 -260 -1.2% 1.97% $2.7M 2024-08-01 $134.97
2024 Q1 REDUCED 21,347 -238 -1.1% 2.03% $2.8M 2024-05-10 $127.34
2023 Q4 ADDED 21,585 +1,724 +8.7% 2.08% $2.7M 2024-02-14 $122.49
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IJT

As of 2026 Q1 — sorted by position size

Clayton Financial Group LLC 3.53% PW Nova Financial Services LLC 2.74% Heartwood Wealth Advisors LLC 3Y 2.4% First Citizens Financial Corp 3Y 2.25% Baring Financial LLC 2.04% RTD Financial Advisors, Inc. 3Y 1.69% MMA ASSET MANAGEMENT LLC 3Y 1.69% Lee-Kelleher Wealth Management 1.43% Independence Financial Advisors, LLC 1.33% LAKE STREET PRIVATE WEALTH, LLC 3Y 7Y 1.26%

FAQ About Broadview Financial Management, LLC and IJT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Broadview Financial Management, LLC reported owning IJT?

Broadview Financial Management, LLC reported IJT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJT position in Broadview Financial Management, LLC's portfolio?

The largest reported portfolio weight for IJT was 2.08% in 2023 Q4.

What is the latest reported IJT position on this page?

The most recent filing on this page is 2025 Q4, when Broadview Financial Management, LLC reported 19,455 shares, equal to 1.84% of portfolio, with an estimated market value of $2.7M.

What does the chart on this IJT ownership page compare?

The chart compares Broadview Financial Management, LLC's quarterly IJT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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