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

AlphaCore Capital’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	$32.5M	Sell	182,053 -6,769	-4%	-$1.1M	0.6%	46
2026 Q1	$27.3M	Sell	188,822 -7,654	-4%	-$1.14M	0.65%	40
2025 Q4	$27.7M	Buy	196,476 +196,400	+258,421%	+$27.8M	0.62%	46
2025 Q3	$10.8K	Hold	76	–	–	﹤0.01%	983
2025 Q2	$10.2K	Hold	76	–	–	﹤0.01%	956
2025 Q1	$9.51K	Buy	+76	New	+$10.2K	﹤0.01%	692
2024 Q1	–	Sell	-76	Closed	-$9.56K	–	257
2023 Q4	$9.56K	Sell	76 -2,030	-96%	-$228K	﹤0.01%	339
2023 Q3	$231K	Buy	2,106 +2,030	+2,671%	+$234K	0.04%	201
2023 Q2	$8.78K	Hold	76	–	–	﹤0.01%	302
2023 Q1	$8.4K	Hold	76	–	–	﹤0.01%	203
2022 Q4	$8.26K	Hold	76	–	–	﹤0.01%	141
2022 Q3	$8K	Hold	76	–	–	﹤0.01%	115
2022 Q2	$8K	Sell	76 -139	-65%	-$15.8K	﹤0.01%	128
2022 Q1	$27K	Hold	215	–	–	0.01%	104
2021 Q4	$30K	Hold	215	–	–	0.01%	78
2021 Q3	$28K	Buy	+215	New	+$28.3K	0.01%	91

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AlphaCore Capital's IJT Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.6% in Q2 2026, selling an estimated $1.1M and leaving 182,053 shares worth $32.5M. The position accounts for 0.6% of the portfolio, ranked #46.

AlphaCore Capital first reported a position in IJT in Q3 2021 and has held it in 16 quarters since. 819 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

AlphaCore Capital held 182,053 shares of iShares S&P Small-Cap 600 Growth ETF worth $32.5M as of Q2 2026.
AlphaCore Capital sold 6,769 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $1.1M.
iShares S&P Small-Cap 600 Growth ETF made up 0.6% of AlphaCore Capital's portfolio in Q2 2026, its #46 holding.
AlphaCore Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and has held it in 16 quarters since.
819 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.