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 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

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 Square's IJT Position: Q1 2026 in Review

Capital Square increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 41% in Q1 2026, buying an estimated $470K and bringing the position to 10,951 shares worth $1.76M. The position accounts for 0.81% of the portfolio, ranked #33.

Capital Square first reported a position in IJT in Q4 2019 and has held it in 24 quarters since. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Capital Square held 10,951 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.76M as of Q1 2026.
Capital Square bought 3,166 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $470K.
iShares S&P Small-Cap 600 Growth ETF made up 0.81% of Capital Square's portfolio in Q1 2026, its #33 holding.
Capital Square first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 24 quarters since.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.