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

Compass Ion 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 		$372K Sell
2,572
-89
-3% -$13.2K 0.04% 205
2025
Q4 		$376K Buy
2,661
+3
+0.1% +$425 0.04% 203
2025
Q3 		$376K Buy
2,658
+3
+0.1% +$414 0.04% 204
2025
Q2 		$353K Sell
2,655
-58
-2% -$7.27K 0.04% 197
2025
Q1 		$338K Sell
2,713
-559
-17% -$74.8K 0.04% 199
2024
Q4 		$443K Buy
3,272
+3
+0.1% +$424 0.05% 175
2024
Q3 		$456K Sell
3,269
-17
-0.5% -$2.29K 0.06% 171
2024
Q2 		$430K Hold
3,286
– – 0.06% 153
2024
Q1 		$430K Buy
3,286
+1
+0% +$125 0.06% 154
2023
Q4 		$411K Sell
3,285
-10
-0.3% -$1.12K 0.06% 156
2023
Q3 		$361K Buy
+3,295
New +$380K 0.06% 158

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Compass Ion Advisors's IJT Position: Q1 2026 in Review

Compass Ion Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.3% in Q1 2026, selling an estimated $13.2K and leaving 2,572 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #205.

Compass Ion Advisors first reported a position in IJT in Q3 2023 and has held it in 11 quarters since. The position peaked at $456K in Q3 2024. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Compass Ion Advisors held 2,572 shares of iShares S&P Small-Cap 600 Growth ETF worth $372K as of Q1 2026.
  • Compass Ion Advisors sold 89 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $13.2K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Compass Ion Advisors's portfolio in Q1 2026, its #205 holding.
  • Compass Ion Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • Compass Ion Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $456K in Q3 2024.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.