CAL
IJT icon

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

Capital Analysts LLC’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 		$690K Sell
3,863
-90
-2% -$14.6K 0.02% 438
2026
Q1 		$577K Sell
3,953
-121
-3% -$18K 0.02% 421
2025
Q4 		$575K Sell
4,074
-490
-11% -$69.4K 0.02% 407
2025
Q3 		$645K Sell
4,564
-993
-18% -$137K 0.02% 386
2025
Q2 		$739K Sell
5,557
-4,585
-45% -$574K 0.02% 326
2025
Q1 		$1.26M Buy
10,142
+654
+7% +$87.5K 0.05% 237
2024
Q4 		$1.28M Sell
9,488
-62
-0.6% -$8.77K 0.05% 223
2024
Q3 		$1.33M Buy
9,550
+112
+1% +$15.1K 0.05% 216
2024
Q2 		$1.21M Buy
9,438
+82
+0.9% +$10.5K 0.05% 225
2024
Q1 		$1.22M Sell
9,356
-5
-0.1% -$624 0.06% 217
2023
Q4 		$1.17M Sell
9,361
-190
-2% -$21.3K 0.06% 214
2023
Q3 		$1.05M Buy
9,551
+855
+10% +$98.6K 0.06% 217
2023
Q2 		$999K Sell
8,696
-245
-3% -$26.8K 0.06% 222
2023
Q1 		$983K Buy
8,941
+589
+7% +$66.4K 0.06% 218
2022
Q4 		$903K Buy
8,352
+473
+6% +$52K 0.06% 222
2022
Q3 		$801K Sell
7,879
-775
-9% -$87K 0.06% 230
2022
Q2 		$912K Buy
8,654
+1,404
+19% +$159K 0.06% 216
2022
Q1 		$907K Sell
7,250
-18,092
-71% -$2.28M 0.06% 224
2021
Q4 		$3.52M Buy
25,342
+7,469
+42% +$1.02M 0.21% 95
2021
Q3 		$2.32M Buy
17,873
+801
+5% +$106K 0.15% 133
2021
Q2 		$2.26M Sell
17,072
-1,152
-6% -$150K 0.15% 133
2021
Q1 		$2.34M Buy
18,224
+11,504
+171% +$1.46M 0.16% 122
2020
Q4 		$767K Buy
6,720
+510
+8% +$52K 0.07% 173
2020
Q3 		$548K Sell
6,210
-60
-1% -$5.37K 0.05% 189
2020
Q2 		$532K Sell
6,270
-8,370
-57% -$652K 0.06% 176
2020
Q1 		$1.01M Sell
14,640
-2,716
-16% -$240K 0.12% 141
2019
Q4 		$1.68M Sell
17,356
-432
-2% -$39.9K 0.17% 115
2019
Q3 		$1.59M Sell
17,788
-3,240
-15% -$292K 0.17% 109
2019
Q2 		$1.92M Buy
21,028
+3,374
+19% +$303K 0.21% 91
2019
Q1 		$1.57M Sell
17,654
-1,316
-7% -$116K 0.18% 100
2018
Q4 		$1.53M Buy
18,970
+350
+2% +$31.2K 0.2% 89
2018
Q3 		$1.88M Buy
18,620
+104
+0.6% +$10.5K 0.21% 86
2018
Q2 		$1.75M Buy
18,516
+3,092
+20% +$284K 0.21% 87
2018
Q1 		$1.34M Sell
15,424
-1,148
-7% -$100K 0.17% 95
2017
Q4 		$1.41M Buy
16,572
+20
+0.1% +$1.67K 0.18% 93
2017
Q3 		$1.36M Sell
16,552
-118
-0.7% -$9.2K 0.18% 87
2017
Q2 		$1.3M Buy
16,670
+664
+4% +$51.1K 0.19% 85
2017
Q1 		$1.23M Sell
16,006
-101,288
-86% -$7.68M 0.19% 83
2016
Q4 		$8.8M Buy
117,294
+7,890
+7% +$556K 1.54% 16
2016
Q3 		$7.5M Buy
109,404
+9,476
+9% +$640K 1.41% 16
2016
Q2 		$6.42M Buy
99,928
+7,478
+8% +$470K 1.29% 16
2016
Q1 		$5.74M Sell
92,450
-1,834
-2% -$107K 1.15% 15
2015
Q4 		$5.86M Buy
94,284
+6,072
+7% +$385K 1.19% 14
2015
Q3 		$5.3M Buy
88,212
+4,406
+5% +$282K 1.01% 20
2015
Q2 		$5.49M Buy
83,806
+4,692
+6% +$306K 1.12% 16
2015
Q1 		$5.15M Buy
79,114
+3,052
+4% +$191K 1.07% 15
2014
Q4 		$4.65M Buy
76,062
+4,684
+7% +$275K 1.02% 17
2014
Q3 		$4.02M Buy
71,378
+7,290
+11% +$426K 0.94% 18
2014
Q2 		$3.87M Buy
64,088
+5,742
+10% +$333K 0.94% 18
2014
Q1 		$3.47M Sell
58,346
-5,036
-8% -$296K 0.91% 18
2013
Q4 		$3.76M Buy
63,382
+3,214
+5% +$183K 1.02% 18
2013
Q3 		$3.26M Buy
60,168
+4,600
+8% +$240K 0.98% 17
2013
Q2 		$2.69M Buy
+55,568
New +$2.64M 0.85% 22

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

Capital Analysts LLC's IJT Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.3% in Q2 2026, selling an estimated $14.6K and leaving 3,863 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #438.

Capital Analysts LLC first reported a position in IJT in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.8M in Q4 2016. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Capital Analysts LLC held 3,863 shares of iShares S&P Small-Cap 600 Growth ETF worth $690K as of Q2 2026.
  • Capital Analysts LLC sold 90 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $14.6K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #438 holding.
  • Capital Analysts LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Capital Analysts LLC's iShares S&P Small-Cap 600 Growth ETF position peaked at $8.8M in Q4 2016.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.