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

Community Financial Services 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 		$181K Buy
1,023
+23
+2% +$3.73K 0.03% 134
2026
Q1 		$146K Buy
+1,000
New +$148K 0.03% 133
2024
Q2 		– Sell
-1,965
Closed -$257K – 128
2024
Q1 		$257K Buy
+1,965
New +$245K 0.06% 129
2023
Q3 		$216K Buy
+1,965
New +$227K 0.05% 118
2021
Q4 		$521K Hold
3,755
– – 0.13% 77
2021
Q3 		$488K Sell
3,755
-25
-0.7% -$3.29K 0.13% 76
2021
Q2 		$501K Sell
3,780
-666
-15% -$86.7K 0.14% 78
2021
Q1 		$570K Sell
4,446
-1,880
-30% -$239K 0.17% 68
2020
Q4 		$722K Sell
6,326
-3,950
-38% -$403K 0.23% 56
2020
Q3 		$906K Sell
10,276
-17,264
-63% -$1.54M 0.33% 47
2020
Q2 		$2.34M Sell
27,540
-137,296
-83% -$10.7M 0.89% 41
2020
Q1 		$11.4M Buy
164,836
+5,370
+3% +$474K 3.87% 5
2019
Q4 		$15.4M Buy
159,466
+3,164
+2% +$292K 4% 6
2019
Q3 		$13.9M Buy
156,302
+3,340
+2% +$301K 4.03% 6
2019
Q2 		$14M Buy
152,962
+1,040
+0.7% +$93.5K 4.77% 5
2019
Q1 		$13.6M Sell
151,922
-164
-0.1% -$14.5K 4.62% 4
2018
Q4 		$12.3M Buy
152,086
+4,728
+3% +$421K 4.65% 2
2018
Q3 		$14.9M Sell
147,358
-1,682
-1% -$169K 5.07% 1
2018
Q2 		$14.1M Buy
149,040
+33,160
+29% +$3.04M 5.04% 1
2018
Q1 		$10.1M Sell
115,880
-6,220
-5% -$542K 3.95% 4
2017
Q4 		$10.4M Sell
122,100
-1,460
-1% -$122K 4.03% 5
2017
Q3 		$10.2M Buy
+123,560
New +$9.63M 4.16% 3

Other funds holding IJT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Community Financial Services Group's IJT Position: Q2 2026 in Review

Community Financial Services Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.3% in Q2 2026, buying an estimated $3.73K and bringing the position to 1,023 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #134.

Community Financial Services Group first reported a position in IJT in Q3 2017 and has held it in 22 quarters since. The position peaked at $15.4M in Q4 2019. 166 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Community Financial Services Group held 1,023 shares of iShares S&P Small-Cap 600 Growth ETF worth $181K as of Q2 2026.
  • Community Financial Services Group bought 23 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $3.73K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #134 holding.
  • Community Financial Services Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2017 and has held it in 22 quarters since.
  • Community Financial Services Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $15.4M in Q4 2019.
  • 166 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.