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

Caldwell Trust’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	$52.9K	Buy	296 +43	+17%	+$6.97K	﹤0.01%	492
2026 Q1	$36.6K	Hold	253	–	–	﹤0.01%	526
2025 Q4	$35.7K	Hold	253	–	–	﹤0.01%	519
2025 Q3	$35.8K	Sell	253 -261	-51%	-$36K	﹤0.01%	516
2025 Q2	$68.4K	Hold	514	–	–	0.01%	418
2025 Q1	$64K	Hold	514	–	–	0.01%	424
2024 Q4	$69.6K	Hold	514	–	–	0.01%	421
2024 Q3	$71.7K	Hold	514	–	–	0.01%	416
2024 Q2	$66K	Hold	514	–	–	0.01%	421
2024 Q1	$67.2K	Hold	514	–	–	0.01%	424
2023 Q4	$64.3K	Hold	514	–	–	0.01%	416
2023 Q3	$56.4K	Hold	514	–	–	0.01%	421
2023 Q2	$59.1K	Buy	514 +234	+84%	+$25.6K	0.01%	424
2023 Q1	$30.8K	Hold	280	–	–	﹤0.01%	496
2022 Q4	$30.3K	Hold	280	–	–	﹤0.01%	488
2022 Q3	$28.5K	Hold	280	–	–	﹤0.01%	497
2022 Q2	$29.5K	Hold	280	–	–	﹤0.01%	507
2022 Q1	$35K	Hold	280	–	–	﹤0.01%	501
2021 Q4	$38.9K	Hold	280	–	–	﹤0.01%	498
2021 Q3	$36.4K	Hold	280	–	–	﹤0.01%	491
2021 Q2	$37.1K	Hold	280	–	–	﹤0.01%	494
2021 Q1	$35.9K	Hold	280	–	–	0.01%	484
2020 Q4	$32K	Hold	280	–	–	﹤0.01%	480
2020 Q3	$24.7K	Hold	280	–	–	﹤0.01%	504
2020 Q2	$23.8K	Hold	280	–	–	﹤0.01%	525
2020 Q1	$19.3K	Hold	280	–	–	﹤0.01%	556
2019 Q4	$27.1K	Buy	+280	New	+$25.9K	﹤0.01%	549

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

Caldwell Trust's IJT Position: Q2 2026 in Review

Caldwell Trust increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 17% in Q2 2026, buying an estimated $6.97K and bringing the position to 296 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Caldwell Trust first reported a position in IJT in Q4 2019 and has held it in 27 quarters since. The position peaked at $71.7K in Q3 2024. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Caldwell Trust held 296 shares of iShares S&P Small-Cap 600 Growth ETF worth $52.9K as of Q2 2026.
Caldwell Trust bought 43 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $6.97K.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #492 holding.
Caldwell Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Caldwell Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $71.7K in Q3 2024.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.