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

Capital Performance 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 Q2	$260K	Buy	+1,453	New	+$235K	0.02%	252
2026 Q1	–	Sell	-1,783	Closed	-$252K	–	490
2025 Q4	$252K	Buy	+1,783	New	+$252K	0.02%	354
2024 Q4	–	Sell	-175	Closed	-$24.4K	–	1341
2024 Q3	$24.4K	Buy	+175	New	+$23.6K	0.01%	548

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

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

Capital Performance Advisors opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,453 shares worth $260K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings. This is a return to the name: Capital Performance Advisors previously reported a position in IJT as recently as Q4 2025.

Capital Performance Advisors first reported a position in IJT in Q3 2024 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Capital Performance Advisors held 1,453 shares of iShares S&P Small-Cap 600 Growth ETF worth $260K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Capital Performance Advisors position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #252 holding.
Capital Performance Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 3 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.