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

Capital Square’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 Q3	$2.01M	Buy	12,560 +288	+2%	+$49.3K	0.89%	31
2026 Q2	$2.14M	Buy	12,272 +1,321	+12%	+$214K	0.94%	28
2026 Q1	$1.76M	Buy	10,951 +3,166	+41%	+$470K	0.81%	33
2025 Q4	$1.1M	Buy	7,785 +8	+0.1%	+$1.13K	0.56%	51
2025 Q3	$1.1M	Buy	7,777 +1,134	+17%	+$157K	0.56%	53
2025 Q2	$903K	Hold	6,643	–	–	0.48%	64
2025 Q1	$827K	Sell	6,643 -123	-2%	-$16.4K	0.49%	66
2024 Q4	$953K	Buy	6,766 +360	+6%	+$50.9K	0.54%	59
2024 Q3	$894K	Hold	6,406	–	–	0.54%	57
2024 Q2	$886K	Sell	6,406 -52	-0.8%	-$6.65K	0.58%	55
2024 Q1	$844K	Buy	+6,458	New	+$806K	0.6%	48
2023 Q3	–	Sell	-6,843	Closed	-$786K	–	110
2023 Q2	$786K	Hold	6,843	–	–	0.73%	43
2023 Q1	$733K	Sell	6,843 -230	-3%	-$25.9K	0.68%	49
2022 Q4	$764K	Hold	7,073	–	–	0.69%	51
2022 Q3	$719K	Sell	7,073 -262	-4%	-$29.4K	0.65%	50
2022 Q2	$772K	Sell	7,335 -29	-0.4%	-$3.29K	0.64%	52
2022 Q1	$921K	Hold	7,364	–	–	0.66%	48
2021 Q4	$997K	Hold	7,364	–	–	0.69%	48
2021 Q3	$975K	Hold	7,364	–	–	0.69%	48
2021 Q2	$960K	Sell	7,364 -10	-0.1%	-$1.3K	0.71%	48
2021 Q1	$957K	Sell	7,374 -32	-0.4%	-$4.07K	0.71%	45
2020 Q4	$845K	Hold	7,406	–	–	0.71%	46
2020 Q3	$653K	Hold	7,406	–	–	0.68%	48
2020 Q2	$628K	Hold	7,406	–	–	0.67%	46
2020 Q1	$510K	Hold	7,406	–	–	0.59%	51
2019 Q4	$715K	Buy	+7,406	New	+$684K	0.68%	42

Other funds holding IJT

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Capital Square's IJT Position: Q3 2026 in Review

Capital Square increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.3% in Q3 2026, buying an estimated $49.3K and bringing the position to 12,560 shares worth $2.01M. The position accounts for 0.89% of the portfolio, ranked #31.

Capital Square first reported a position in IJT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.14M in Q2 2026. 321 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

Capital Square held 12,560 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.01M as of Q3 2026.
Capital Square bought 288 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $49.3K.
iShares S&P Small-Cap 600 Growth ETF made up 0.89% of Capital Square's portfolio in Q3 2026, its #31 holding.
Capital Square first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 26 quarters since.
Capital Square's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.14M in Q2 2026.
321 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.