Compass Ion Advisors
IJT icon

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
Q3 		$414K Buy
2,583
+9
+0.3% +$1.54K 0.03% 208
2026
Q2 		$460K Buy
2,574
+2
+0.1% +$324 0.04% 199
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 $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Compass Ion Advisors's IJT Position: Q3 2026 in Review

Compass Ion Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.35% in Q3 2026, buying an estimated $1.54K and bringing the position to 2,583 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #208.

Compass Ion Advisors first reported a position in IJT in Q3 2023 and has held it in 13 quarters since. The position peaked at $460K in Q2 2026. 741 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Compass Ion Advisors held 2,583 shares of iShares S&P Small-Cap 600 Growth ETF worth $414K as of Q3 2026.
  • Compass Ion Advisors bought 9 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $1.54K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Compass Ion Advisors's portfolio in Q3 2026, its #208 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 13 quarters since.
  • Compass Ion Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $460K in Q2 2026.
  • 741 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.