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 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

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

CFM Wealth Partners's IJT Position: Q2 2026 in Review

CFM Wealth Partners opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,156 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #145 among its holdings. This is a return to the name: CFM Wealth Partners previously reported a position in IJT as recently as Q2 2020.

CFM Wealth Partners first reported a position in IJT in Q4 2019 and has held it in 4 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

CFM Wealth Partners held 1,156 shares of iShares S&P Small-Cap 600 Growth ETF worth $206K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new CFM Wealth Partners position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #145 holding.
CFM Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 4 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.