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

Aptus Capital 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	$236K	Buy	1,322 +1	+0.1%	+$162	﹤0.01%	1047
2026 Q1	$191K	Buy	1,321 +401	+44%	+$59.5K	﹤0.01%	1028
2025 Q4	$130K	Buy	920 +14	+2%	+$1.98K	﹤0.01%	1112
2025 Q3	$128K	Buy	906 +8	+0.9%	+$1.1K	﹤0.01%	1062
2025 Q2	$119K	Buy	898 +1	+0.1%	+$125	﹤0.01%	1047
2025 Q1	$112K	Buy	897 +347	+63%	+$46.4K	﹤0.01%	993
2024 Q4	$74.4K	Sell	550 -24	-4%	-$3.4K	﹤0.01%	1053
2024 Q3	$80.1K	Sell	574 -447	-44%	-$60.3K	﹤0.01%	884
2024 Q2	$131K	Sell	1,021 -52	-5%	-$6.65K	﹤0.01%	784
2024 Q1	$140K	Buy	1,073 +1,071	+53,550%	+$134K	﹤0.01%	775
2023 Q4	$250	Buy	+2	New	+$224	﹤0.01%	909
2022 Q2	–	Sell	-1	Closed	–	–	697
2022 Q1	$0	Hold	1	–	–	﹤0.01%	706
2021 Q4	$0	Buy	+1	New	+$136	﹤0.01%	574
2021 Q3	–	Sell	-1,969	Closed	-$261K	–	575
2021 Q2	$261K	Buy	1,969 +148	+8%	+$19.3K	0.01%	331
2021 Q1	$233K	Sell	1,821 -37	-2%	-$4.7K	0.01%	320
2020 Q4	$211K	Buy	+1,858	New	+$189K	0.01%	306

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

Aptus Capital Advisors's IJT Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.08% in Q2 2026, buying an estimated $162 and bringing the position to 1,322 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Aptus Capital Advisors first reported a position in IJT in Q4 2020 and has held it in 16 quarters since. The position peaked at $261K in Q2 2021. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Aptus Capital Advisors held 1,322 shares of iShares S&P Small-Cap 600 Growth ETF worth $236K as of Q2 2026.
Aptus Capital Advisors bought 1 iShares S&P Small-Cap 600 Growth ETF share in Q2 2026, an estimated $162.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1047 holding.
Aptus Capital Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 16 quarters since.
Aptus Capital Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $261K in Q2 2021.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.