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CFS Investment Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

CFS Investment Advisory Services’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 		$321K Hold
1,823
– – 0.02% 308
2026
Q1 		$291K Sell
1,823
-126
-6% -$18.7K 0.02% 316
2025
Q4 		$275K Hold
1,949
– – 0.02% 298
2025
Q3 		$280K Sell
1,949
-27
-1% -$3.73K 0.02% 297
2025
Q2 		$263K Sell
1,976
-25
-1% -$3.13K 0.02% 287
2025
Q1 		$249K Sell
2,001
-2
-0.1% -$267 0.02% 279
2024
Q4 		$271K Sell
2,003
-73
-4% -$10.3K 0.02% 266
2024
Q3 		$290K Sell
2,076
-23
-1% -$3.1K 0.02% 255
2024
Q2 		$270K Buy
+2,099
New +$268K 0.02% 231
2023
Q3 		– Sell
-5,358
Closed -$616K – 195
2023
Q2 		$616K Buy
+5,358
New +$585K 0.08% 147
2022
Q3 		– Sell
-10,467
Closed -$1.1M – 294
2022
Q2 		$1.1M Sell
10,467
-1,413,163
-99% -$160M 0.17% 121
2022
Q1 		$11K Buy
1,423,630
+1,411,743
+11,876% +$178M 0.05% 149
2021
Q4 		$1.48M Sell
11,887
-1,894
-14% -$258K 0.2% 107
2021
Q3 		$1.79M Buy
+13,781
New +$1.82M 0.25% 98
2020
Q4 		$1.92M Buy
+16,847
New +$1.72M 0.31% 84

Other funds holding IJT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return

CFS Investment Advisory Services's IJT Position: Q2 2026 in Review

CFS Investment Advisory Services held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,823 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #308.

CFS Investment Advisory Services first reported a position in IJT in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.92M in Q4 2020. 219 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • CFS Investment Advisory Services held 1,823 shares of iShares S&P Small-Cap 600 Growth ETF worth $321K as of Q2 2026.
  • CFS Investment Advisory Services left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #308 holding.
  • CFS Investment Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 15 quarters since.
  • CFS Investment Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.92M in Q4 2020.
  • 219 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.