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

Colonial 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 Q2	$1.26K	Sell	7 -1	-13%	-$162	﹤0.01%	1057
2026 Q1	$1.17K	Sell	8 -1	-11%	-$148	﹤0.01%	1058
2025 Q4	$1.31K	Sell	9 -1	-10%	-$142	﹤0.01%	1018
2025 Q3	$1.36K	Sell	10 -1	-9%	-$138	﹤0.01%	1018
2025 Q2	$1.41K	Hold	11	–	–	﹤0.01%	1005
2025 Q1	$1.31K	Sell	11 -1	-8%	-$134	﹤0.01%	1001
2024 Q4	$1.7K	Hold	12	–	–	﹤0.01%	1229
2024 Q3	$1.68K	Sell	12 -1	-8%	-$135	﹤0.01%	1019
2024 Q2	$1.69K	Sell	13 -2	-13%	-$256	﹤0.01%	948
2024 Q1	$1.99K	Hold	15	–	–	﹤0.01%	934
2023 Q4	$1.94K	Hold	15	–	–	﹤0.01%	904
2023 Q3	$1.74K	Sell	15 -5	-25%	-$577	﹤0.01%	913
2023 Q2	$2.3K	Hold	20	–	–	﹤0.01%	878
2023 Q1	$2.16K	Sell	20 -1	-5%	-$113	﹤0.01%	849
2022 Q4	$2.28K	Buy	+21	New	+$2.31K	﹤0.01%	851

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

Colonial Trust's IJT Position: Q2 2026 in Review

Colonial Trust reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 13% in Q2 2026, selling an estimated $162 and leaving 7 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Colonial Trust first reported a position in IJT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.3K in Q2 2023. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Colonial Trust held 7 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.26K as of Q2 2026.
Colonial Trust sold 1 iShares S&P Small-Cap 600 Growth ETF share in Q2 2026, an estimated $162.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #1057 holding.
Colonial Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.3K in Q2 2023.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.