Capstone Triton Financial Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Capstone Triton Financial Group’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	–	Sell	-1,468	Closed	-$210K	–	107
2026 Q1	$210K	Buy	+1,468	New	+$218K	0.37%	60
2021 Q1	–	Sell	-746	Closed	-$85K	–	211
2020 Q4	$85K	Buy	+746	New	+$76K	0.05%	156

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

Capstone Triton Financial Group's IJT Position: Q2 2026 in Review

Capstone Triton Financial Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026, closing a stake of 1,468 shares — an estimated $210K sold.

Capstone Triton Financial Group first reported a position in IJT in Q4 2020 and held it in 2 quarters. The position peaked at $210K in Q1 2026. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Capstone Triton Financial Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 1,468 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $210K.
Capstone Triton Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 2 quarters.
Capstone Triton Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $210K in Q1 2026.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.