CAL
IJT icon

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

Capital Advisors Ltd’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 		$12M Sell
67,084
-1,075
-2% -$174K 1.21% 18
2026
Q1 		$9.86M Sell
68,159
-329
-0.5% -$48.8K 1.12% 21
2025
Q4 		$9.67M Sell
68,488
-398
-0.6% -$56.3K 1.09% 23
2025
Q3 		$9.75M Sell
68,886
-402
-0.6% -$55.5K 1.1% 22
2025
Q2 		$9.22M Sell
69,288
-529
-0.8% -$66.3K 1.14% 20
2025
Q1 		$8.69M Sell
69,817
-2,595
-4% -$347K 1.15% 21
2024
Q4 		$9.8M Sell
72,412
-379
-0.5% -$53.6K 1.24% 21
2024
Q3 		$10.2M Sell
72,791
-5,467
-7% -$737K 1.26% 20
2024
Q2 		$10.1M Sell
78,258
-1,363
-2% -$174K 1.3% 20
2024
Q1 		$10.4M Buy
79,621
+1,929
+2% +$241K 1.36% 19
2023
Q4 		$9.72M Sell
77,692
-4,016
-5% -$451K 1.36% 17
2023
Q3 		$8.96M Sell
81,708
-48
-0.1% -$5.54K 1.37% 17
2023
Q2 		$9.4M Sell
81,756
-175
-0.2% -$19.1K 1.4% 17
2023
Q1 		$9.01M Buy
81,931
+954
+1% +$108K 1.48% 16
2022
Q4 		$8.75M Buy
80,977
+987
+1% +$109K 1.52% 16
2022
Q3 		$8.13M Sell
79,990
-473
-0.6% -$53.1K 1.58% 15
2022
Q2 		$8.47M Sell
80,463
-63
-0.1% -$7.14K 1.59% 15
2022
Q1 		$10.1M Buy
80,526
+81
+0.1% +$10.2K 1.67% 15
2021
Q4 		$11.2M Sell
80,445
-1
-0% -$136 1.8% 14
2021
Q3 		$10.5M Buy
80,446
+213
+0.3% +$28.1K 1.87% 15
2021
Q2 		$10.6M Sell
80,233
-1,212
-1% -$158K 1.91% 14
2021
Q1 		$10.4M Sell
81,445
-187
-0.2% -$23.8K 1.92% 12
2020
Q4 		$9.32M Sell
81,632
-938
-1% -$95.6K 2.06% 11
2020
Q3 		$7.28M Sell
82,570
-1,556
-2% -$139K 1.82% 14
2020
Q2 		$7.14M Sell
84,126
-390
-0.5% -$30.4K 1.89% 11
2020
Q1 		$5.83M Sell
84,516
-1,448
-2% -$128K 1.83% 11
2019
Q4 		$8.31M Sell
85,964
-8,590
-9% -$793K 2.12% 11
2019
Q3 		$8.13M Buy
94,554
+2,356
+3% +$213K 2.25% 11
2019
Q2 		$8.41M Sell
92,198
-5,894
-6% -$530K 2.38% 10
2019
Q1 		$8.75M Buy
98,092
+752
+0.8% +$66.5K 2.37% 10
2018
Q4 		$7.85M Sell
97,340
-574
-0.6% -$51.1K 2.32% 10
2018
Q3 		$9.88M Sell
97,914
-790
-0.8% -$79.4K 2.79% 10
2018
Q2 		$9.33M Buy
98,704
+1,922
+2% +$176K 2.91% 10
2018
Q1 		$8.41M Buy
96,782
+3,504
+4% +$305K 2.72% 10
2017
Q4 		$7.94M Sell
93,278
-1,078
-1% -$90.2K 2.62% 10
2017
Q3 		$7.76M Sell
94,356
-404
-0.4% -$31.5K 2.72% 10
2017
Q2 		$7.39M Buy
94,760
+998
+1% +$76.7K 2.72% 10
2017
Q1 		$7.18M Buy
93,762
+3,094
+3% +$234K 2.76% 10
2016
Q4 		$6.8M Buy
90,668
+2,002
+2% +$141K 2.81% 10
2016
Q3 		$6.08M Buy
88,666
+1,830
+2% +$124K 2.67% 10
2016
Q2 		$5.58M Buy
86,836
+814
+0.9% +$51.2K 2.62% 10
2016
Q1 		$5.34M Sell
86,022
-148
-0.2% -$8.62K 2.66% 10
2015
Q4 		$5.36M Sell
86,170
-152
-0.2% -$9.64K 2.79% 10
2015
Q3 		$5.18M Sell
86,322
-100
-0.1% -$6.4K 2.86% 10
2015
Q2 		$5.66M Sell
86,422
-1,644
-2% -$107K 2.93% 10
2015
Q1 		$5.73M Buy
88,066
+422
+0.5% +$26.4K 2.97% 10
2014
Q4 		$5.36M Sell
87,644
-1,490
-2% -$87.4K 2.92% 10
2014
Q3 		$5.02M Sell
89,134
-3,496
-4% -$204K 2.85% 10
2014
Q2 		$5.59M Buy
92,630
+354
+0.4% +$20.5K 3.14% 9
2014
Q1 		$5.49M Buy
92,276
+3,914
+4% +$230K 3.23% 9
2013
Q4 		$5.24M Buy
+88,362
New +$5.03M 3.48% 8

Other funds holding IJT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

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

Capital Advisors Ltd reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.6% in Q2 2026, selling an estimated $174K and leaving 67,084 shares worth $12M. The position accounts for 1.21% of the portfolio, ranked #18.

Capital Advisors Ltd first reported a position in IJT in Q4 2013 and has held it in 51 quarters since. 144 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Capital Advisors Ltd held 67,084 shares of iShares S&P Small-Cap 600 Growth ETF worth $12M as of Q2 2026.
  • Capital Advisors Ltd sold 1,075 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $174K.
  • iShares S&P Small-Cap 600 Growth ETF made up 1.21% of Capital Advisors Ltd's portfolio in Q2 2026, its #18 holding.
  • Capital Advisors Ltd first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.