Cary Street Partners Investment Advisory’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Cary Street Partners Investment Advisory’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	$25.2K	Sell	141 -41	-23%	-$6.64K	0.01%	648
2026 Q1	$26.3K	Hold	182	–	–	0.01%	599
2025 Q4	$25.7K	Sell	182 -1	-0.5%	-$142	0.01%	570
2025 Q3	$25.9K	Hold	183	–	–	0.01%	493
2025 Q2	$24.3K	Hold	183	–	–	0.01%	474
2025 Q1	$22.8K	Buy	183 +5	+3%	+$669	0.01%	434
2024 Q4	$24.1K	Sell	178 -8,927	-98%	-$1.26M	0.02%	396
2024 Q3	$1.27M	Buy	9,105 +212	+2%	+$28.6K	0.05%	332
2024 Q2	$1.14M	Buy	8,893 +3	+0%	+$384	0.05%	324
2024 Q1	$1.16M	Sell	8,890 -2,595	-23%	-$324K	0.05%	321
2023 Q4	$1.44M	Sell	11,485 -295	-3%	-$33.1K	0.07%	274
2023 Q3	$1.29M	Sell	11,780 -145	-1%	-$16.7K	0.07%	270
2023 Q2	$1.37M	Buy	11,925 +144	+1%	+$15.7K	0.09%	227
2023 Q1	$1.3M	Sell	11,781 -488	-4%	-$55K	0.09%	214
2022 Q4	$1.33M	Sell	12,269 -303	-2%	-$33.3K	0.1%	205
2022 Q3	$1.28M	Sell	12,572 -165	-1%	-$18.5K	0.11%	195
2022 Q2	$1.34M	Buy	12,737 +1,310	+11%	+$148K	0.11%	184
2022 Q1	$1.43M	Buy	11,427 +303	+3%	+$38.2K	0.39%	72
2021 Q4	$1.54M	Sell	11,124 -58	-0.5%	-$7.9K	0.43%	72
2021 Q3	$1.45M	Buy	11,182 +194	+2%	+$25.6K	0.48%	66
2021 Q2	$1.46M	Sell	10,988 -31	-0.3%	-$4.04K	0.47%	66
2021 Q1	$1.41M	Sell	11,019 -228	-2%	-$29K	0.58%	48
2020 Q4	$1.28M	Sell	11,247 -501	-4%	-$51.1K	0.25%	101
2020 Q3	$1.04M	Buy	11,748 +382	+3%	+$34.2K	0.22%	124
2020 Q2	$964K	Buy	+11,366	New	+$886K	1.37%	17
2020 Q1	–	Sell	-4,908	Closed	-$435K	–	96
2019 Q4	$435K	Buy	+4,908	New	+$453K	0.48%	58
2018 Q4	$246K	Buy	+3,054	New	+$272K	0.24%	79

Other funds holding IJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Cary Street Partners Investment Advisory's IJT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 23% in Q2 2026, selling an estimated $6.64K and leaving 141 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #648.

Cary Street Partners Investment Advisory first reported a position in IJT in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.54M in Q4 2021. 626 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Cary Street Partners Investment Advisory held 141 shares of iShares S&P Small-Cap 600 Growth ETF worth $25.2K as of Q2 2026.
Cary Street Partners Investment Advisory sold 41 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $6.64K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #648 holding.
Cary Street Partners Investment Advisory first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 27 quarters since.
Cary Street Partners Investment Advisory's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.54M in Q4 2021.
626 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.