COMPASS FINANCIAL MANAGEMENT LLC’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$23.3K	Buy	+130	New	+$21.1K	﹤0.01%	863

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

COMPASS FINANCIAL MANAGEMENT LLC's IJT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 130 shares worth $23.3K. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings.

706 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 130 shares of iShares S&P Small-Cap 600 Growth ETF worth $23.3K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #863 holding.
706 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.