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

Capital City 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
2025 Q1	–	Sell	-1,880	Closed	-$254K	–	119
2024 Q4	$254K	Hold	1,880	–	–	0.06%	107
2024 Q3	$262K	Hold	1,880	–	–	0.07%	106
2024 Q2	$241K	Hold	1,880	–	–	0.07%	103
2024 Q1	$246K	Hold	1,880	–	–	0.07%	106
2023 Q4	$235K	Hold	1,880	–	–	0.07%	110
2023 Q3	$206K	Hold	1,880	–	–	0.07%	112
2023 Q2	$216K	Hold	1,880	–	–	0.07%	113
2023 Q1	$207K	Hold	1,880	–	–	0.07%	114
2022 Q4	$203K	Sell	1,880 -328	-15%	-$36.1K	0.07%	112
2022 Q3	$224K	Hold	2,208	–	–	0.08%	110
2022 Q2	$233K	Hold	2,208	–	–	0.08%	112
2022 Q1	$276K	Hold	2,208	–	–	0.08%	109
2021 Q4	$306K	Hold	2,208	–	–	0.09%	107
2021 Q3	$287K	Hold	2,208	–	–	0.09%	107
2021 Q2	$293K	Sell	2,208 -132	-6%	-$17.2K	0.09%	110
2021 Q1	$300K	Buy	2,340 +132	+6%	+$16.8K	0.1%	102
2020 Q4	$252K	Buy	+2,208	New	+$225K	0.09%	103

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital City Trust's IJT Position: Q1 2025 in Review

Capital City Trust sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2025, closing a stake of 1,880 shares — an estimated $254K sold.

Capital City Trust first reported a position in IJT in Q4 2020 and held it in 17 quarters. The position peaked at $306K in Q4 2021. 716 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

Capital City Trust reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
Capital City Trust sold 1,880 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $254K.
Capital City Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 17 quarters.
Capital City Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $306K in Q4 2021.
716 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Capital City Trust's 13F filing for Q1 2025, filed 7 May 2025.