CFM Wealth Partners
IJT icon

CFM Wealth Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

CFM Wealth Partners’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 		– Sell
-1,156
Closed -$206K – 149
2026
Q2 		$206K Buy
+1,156
New +$187K 0.03% 145
2020
Q3 		– Sell
-1,156
Closed -$98K – 304
2020
Q2 		$98K Hold
1,156
– – 0.04% 200
2020
Q1 		$80K Hold
1,156
– – 0.04% 216
2019
Q4 		$115K Buy
+1,156
New +$107K 0.04% 192

Other funds holding IJT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

CFM Wealth Partners's IJT Position: Q3 2026 in Review

CFM Wealth Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2026, closing a stake of 1,156 shares — an estimated $206K sold.

CFM Wealth Partners first reported a position in IJT in Q4 2019 and held it in 4 quarters. The position peaked at $206K in Q2 2026. 659 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • CFM Wealth Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • CFM Wealth Partners sold 1,156 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $206K.
  • CFM Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 4 quarters.
  • CFM Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $206K in Q2 2026.
  • 659 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on CFM Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.