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

Calton & Associates’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 		– Sell
-4,118
Closed -$596K – 448
2026
Q1 		$596K Sell
4,118
-160
-4% -$23.7K 0.09% 203
2025
Q4 		$604K Buy
4,278
+2
+0% +$283 0.09% 219
2025
Q3 		$605K Buy
4,276
+1
+0% +$138 0.09% 199
2025
Q2 		$569K Sell
4,275
-73
-2% -$9.15K 0.1% 189
2025
Q1 		$541K Sell
4,348
-230
-5% -$30.8K 0.12% 157
2024
Q4 		$620K Buy
+4,578
New +$648K 0.27% 88
2024
Q3 		– Sell
-4,683
Closed -$601K – 258
2024
Q2 		$601K Buy
4,683
+1
+0% +$128 0.3% 81
2024
Q1 		$612K Sell
4,682
-506
-10% -$63.1K 0.3% 82
2023
Q4 		$649K Buy
+5,188
New +$582K 0.26% 89
2023
Q3 		– Sell
-5,183
Closed -$596K – 181
2023
Q2 		$596K Buy
5,183
+61
+1% +$6.66K 0.28% 91
2023
Q1 		$563K Sell
5,122
-112
-2% -$12.6K 0.26% 91
2022
Q4 		$566K Sell
5,234
-370
-7% -$40.7K 0.22% 112
2022
Q3 		$569K Sell
5,604
-113
-2% -$12.7K 0.33% 77
2022
Q2 		$602K Sell
5,717
-781
-12% -$88.5K 0.33% 77
2022
Q1 		$812K Sell
6,498
-98
-1% -$12.4K 0.24% 110
2021
Q4 		$915K Sell
6,596
-3,113
-32% -$424K 0.24% 111
2021
Q3 		$1.26M Sell
9,709
-4,286
-31% -$565K 0.28% 90
2021
Q2 		$1.86M Buy
13,995
+6,955
+99% +$905K 0.35% 62
2021
Q1 		$903K Buy
7,040
+1,063
+18% +$135K 0.18% 114
2020
Q4 		$683K Sell
5,977
-109
-2% -$11.1K 0.12% 143
2020
Q3 		$537K Sell
6,086
-156
-2% -$14K 0.11% 146
2020
Q2 		$530K Buy
6,242
+2
+0% +$156 0.12% 141
2020
Q1 		$430K Sell
6,240
-266
-4% -$23.5K 0.11% 154
2019
Q4 		$629K Buy
6,506
+600
+10% +$55.4K 0.13% 144
2019
Q3 		$527K Buy
+5,906
New +$533K 0.12% 150
2018
Q1 		– Sell
-1,170
Closed -$104K – 793
2017
Q4 		$104K Buy
+1,170
New +$97.8K 0.03% 480

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Calton & Associates's IJT Position: Q2 2026 in Review

Calton & Associates sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026, closing a stake of 4,118 shares — an estimated $596K sold.

Calton & Associates first reported a position in IJT in Q4 2017 and held it in 26 quarters. The position peaked at $1.86M in Q2 2021. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Calton & Associates reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 4,118 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $596K.
  • Calton & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 26 quarters.
  • Calton & Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.86M 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 Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.