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Clayton Financial Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Clayton Financial Group’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 		$8.56M Buy
47,914
+414
+0.9% +$67.1K 4.73% 6
2026
Q1 		$6.87M Buy
47,500
+1,409
+3% +$209K 3.53% 7
2025
Q4 		$6.51M Buy
46,091
+1,187
+3% +$168K 3.32% 7
2025
Q3 		$6.35M Buy
44,904
+448
+1% +$61.8K 4.64% 6
2025
Q2 		$5.91M Sell
44,456
-3,399
-7% -$426K 7.03% 5
2025
Q1 		$5.96M Buy
47,855
+1,310
+3% +$175K 2.18% 12
2024
Q4 		$6.3M Buy
46,545
+5,047
+12% +$714K 2.27% 11
2024
Q3 		$5.79M Buy
41,498
+1,077
+3% +$145K 2.17% 12
2024
Q2 		$5.28M Hold
40,421
– – 2.29% 12
2024
Q1 		$5.28M Sell
40,421
-476
-1% -$59.4K 2.4% 11
2023
Q4 		$5.12M Buy
+40,897
New +$4.59M 3.18% 10

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clayton Financial Group's IJT Position: Q2 2026 in Review

Clayton Financial Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.87% in Q2 2026, buying an estimated $67.1K and bringing the position to 47,914 shares worth $8.56M. The position accounts for 4.73% of the portfolio, ranked #6.

Clayton Financial Group first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Clayton Financial Group held 47,914 shares of iShares S&P Small-Cap 600 Growth ETF worth $8.56M as of Q2 2026.
  • Clayton Financial Group bought 414 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $67.1K.
  • iShares S&P Small-Cap 600 Growth ETF made up 4.73% of Clayton Financial Group's portfolio in Q2 2026, its #6 holding.
  • Clayton Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.