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	–	161
2022 Q2	$1.1M	Buy	+10,467	New	+$1.19M	0.17%	121
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

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

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 14 quarters since. The position peaked at $1.92M in Q4 2020. 820 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 14 quarters since.
CFS Investment Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.92M in Q4 2020.
820 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.