CT
IJT icon

Coastline Trust’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Coastline Trust’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
Q3 		– Sell
-144
Closed -$25.7K – 371
2026
Q2 		$25.7K Hold
144
– – ﹤0.01% 319
2026
Q1 		$20.8K Buy
+144
New +$21.4K ﹤0.01% 322

Other funds holding IJT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Coastline Trust's IJT Position: Q3 2026 in Review

Coastline Trust sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2026, closing a stake of 144 shares — an estimated $25.7K sold.

Coastline Trust first reported a position in IJT in Q1 2026 and held it in 2 quarters. The position peaked at $25.7K in Q2 2026. 56 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Coastline Trust reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 144 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $25.7K.
  • Coastline Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2026 and held it in 2 quarters.
  • Coastline Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $25.7K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.