Cape Investment Advisory’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Cape Investment Advisory’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	$714	Buy	+4	New	+$648	﹤0.01%	1372
2026 Q1	–	Sell	-4	Closed	-$565	–	673
2025 Q4	$565	Hold	4	–	–	﹤0.01%	1238
2025 Q3	$566	Hold	4	–	–	﹤0.01%	774
2025 Q2	$532	Hold	4	–	–	﹤0.01%	1077
2025 Q1	$498	Hold	4	–	–	﹤0.01%	1020
2024 Q4	$541	Hold	4	–	–	﹤0.01%	1010
2024 Q3	$558	Hold	4	–	–	﹤0.01%	900
2024 Q2	$514	Hold	4	–	–	﹤0.01%	865
2024 Q1	$523	Hold	4	–	–	﹤0.01%	878
2023 Q4	$501	Hold	4	–	–	﹤0.01%	1054
2023 Q3	$439	Hold	4	–	–	﹤0.01%	872
2023 Q2	$460	Hold	4	–	–	﹤0.01%	859
2023 Q1	$440	Buy	+4	New	+$451	﹤0.01%	914

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

Cape Investment Advisory's IJT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 4 shares worth $714. The stake represents ﹤0.01% of the portfolio and ranks #1372 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IJT as recently as Q4 2025.

Cape Investment Advisory first reported a position in IJT in Q1 2023 and has held it in 13 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Cape Investment Advisory held 4 shares of iShares S&P Small-Cap 600 Growth ETF worth $714 as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Cape Investment Advisory position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1372 holding.
Cape Investment Advisory first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2023 and has held it in 13 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.