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

Capital Investment Advisors’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 Q1	$339K	Buy	2,343 +11	+0.5%	+$1.63K	0.01%	582
2025 Q4	$329K	Buy	2,332 +12	+0.5%	+$1.7K	0.01%	577
2025 Q3	$328K	Buy	2,320 +6	+0.3%	+$828	0.01%	563
2025 Q2	$308K	Sell	2,314 -90	-4%	-$11.3K	0.01%	564
2025 Q1	$299K	Sell	2,404 -361	-13%	-$48.3K	0.01%	556
2024 Q4	$374K	Sell	2,765 -837	-23%	-$118K	0.01%	470
2024 Q3	$502K	Hold	3,602	–	–	0.01%	407
2024 Q2	$463K	Hold	3,602	–	–	0.01%	412
2024 Q1	$471K	Hold	3,602	–	–	0.01%	406
2023 Q4	$451K	Hold	3,602	–	–	0.01%	397
2023 Q3	$395K	Buy	+3,602	New	+$415K	0.01%	400
2023 Q2	–	Sell	-3,602	Closed	-$396K	–	569
2023 Q1	$396K	Buy	3,602 +300	+9%	+$33.8K	0.01%	391
2022 Q4	$357K	Hold	3,302	–	–	0.01%	414
2022 Q3	$336K	Hold	3,302	–	–	0.01%	391
2022 Q2	$348K	Hold	3,302	–	–	0.01%	394
2022 Q1	$413K	Buy	3,302 +220	+7%	+$27.7K	0.01%	396
2021 Q4	$428K	Buy	3,082 +4	+0.1%	+$545	0.01%	400
2021 Q3	$400K	Sell	3,078 -138	-4%	-$18.2K	0.01%	397
2021 Q2	$426K	Sell	3,216 -218	-6%	-$28.4K	0.01%	388
2021 Q1	$440K	Buy	3,434 +234	+7%	+$29.7K	0.02%	368
2020 Q4	$365K	Sell	3,200 -272	-8%	-$27.7K	0.02%	382
2020 Q3	$306K	Buy	3,472 +46	+1%	+$4.11K	0.01%	387
2020 Q2	$291K	Sell	3,426 -190	-5%	-$14.8K	0.02%	390
2020 Q1	$249K	Sell	3,616 -562	-13%	-$49.6K	0.02%	376
2019 Q4	$404K	Buy	4,178 +58	+1%	+$5.36K	0.02%	350
2019 Q3	$367K	Sell	4,120 -112	-3%	-$10.1K	0.02%	355
2019 Q2	$386K	Sell	4,232 -134	-3%	-$12K	0.02%	343
2019 Q1	$390K	Buy	4,366 +74	+2%	+$6.54K	0.02%	336
2018 Q4	$346K	Buy	4,292 +92	+2%	+$8.2K	0.02%	343
2018 Q3	$424K	Buy	4,200 +106	+3%	+$10.7K	0.03%	328
2018 Q2	$387K	Buy	4,094 +248	+6%	+$22.8K	0.02%	342
2018 Q1	$334K	Buy	3,846 +138	+4%	+$12K	0.02%	373
2017 Q4	$315K	Sell	3,708 -100	-3%	-$8.36K	0.02%	377
2017 Q3	$313K	Sell	3,808 -136	-3%	-$10.6K	0.02%	367
2017 Q2	$308K	Buy	3,944 +178	+5%	+$13.7K	0.02%	369
2017 Q1	$288K	Buy	3,766 +34	+0.9%	+$2.58K	0.02%	371
2016 Q4	$280K	Buy	3,732 +38	+1%	+$2.68K	0.02%	358
2016 Q3	$253K	Buy	3,694 +58	+2%	+$3.92K	0.02%	369
2016 Q2	$233K	Hold	3,636	–	–	0.02%	373
2016 Q1	$226K	Hold	3,636	–	–	0.02%	364
2015 Q4	$226K	Sell	3,636 -26	-0.7%	-$1.65K	0.02%	360
2015 Q3	$220K	Hold	3,662	–	–	0.02%	332
2015 Q2	$240K	Hold	3,662	–	–	0.03%	339
2015 Q1	$238K	Hold	3,662	–	–	0.03%	348
2014 Q4	$224K	Buy	+3,662	New	+$215K	0.02%	349

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Investment Advisors's IJT Position: Q1 2026 in Review

Capital Investment Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.47% in Q1 2026, buying an estimated $1.63K and bringing the position to 2,343 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #582.

Capital Investment Advisors first reported a position in IJT in Q4 2014 and has held it in 45 quarters since. The position peaked at $502K in Q3 2024. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Capital Investment Advisors held 2,343 shares of iShares S&P Small-Cap 600 Growth ETF worth $339K as of Q1 2026.
Capital Investment Advisors bought 11 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $1.63K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #582 holding.
Capital Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and has held it in 45 quarters since.
Capital Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $502K in Q3 2024.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.