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

Colonial Trust Advisors’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 Q1	$64.1K	Hold	443	–	–	0.01%	319
2025 Q4	$62.5K	Hold	443	–	–	﹤0.01%	321
2025 Q3	$62.7K	Sell	443 -1	-0.2%	-$138	﹤0.01%	313
2025 Q2	$59.1K	Buy	444 +1	+0.2%	+$125	﹤0.01%	318
2025 Q1	$55.2K	Hold	443	–	–	﹤0.01%	326
2024 Q4	$60K	Hold	443	–	–	0.01%	293
2024 Q3	$61.8K	Hold	443	–	–	0.01%	306
2024 Q2	$56.9K	Sell	443 -24	-5%	-$3.07K	0.01%	306
2024 Q1	$61.1K	Buy	467 +24	+5%	+$3K	0.01%	299
2023 Q4	$55.4K	Hold	443	–	–	0.01%	305
2023 Q3	$48.6K	Hold	443	–	–	0.01%	329
2023 Q2	$50.9K	Hold	443	–	–	0.01%	330
2023 Q1	$48.7K	Hold	443	–	–	0.01%	335
2022 Q4	$47.9K	Buy	+443	New	+$48.7K	0.01%	336

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Colonial Trust Advisors's IJT Position: Q1 2026 in Review

Colonial Trust Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 443 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #319.

Colonial Trust Advisors first reported a position in IJT in Q4 2022 and has held it in 14 quarters since. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Colonial Trust Advisors held 443 shares of iShares S&P Small-Cap 600 Growth ETF worth $64.1K as of Q1 2026.
Colonial Trust Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #319 holding.
Colonial Trust Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 14 quarters since.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.