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

Compass 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 		$208K Buy
+1,166
New +$189K 0.14% 47
2026
Q1 		– Sell
-1,444
Closed -$204K – 48
2025
Q4 		$204K Buy
+1,444
New +$204K 0.15% 47

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

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

Compass Financial Group opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,166 shares worth $208K. The stake represents 0.14% of the portfolio and ranks #47 among its holdings. This is a return to the name: Compass Financial Group previously reported a position in IJT as recently as Q4 2025.

Compass Financial Group first reported a position in IJT in Q4 2025 and has held it in 2 quarters since. 814 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Compass Financial Group held 1,166 shares of iShares S&P Small-Cap 600 Growth ETF worth $208K as of Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new Compass Financial Group position in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.14% of Compass Financial Group's portfolio in Q2 2026, its #47 holding.
  • Compass Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Compass Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.