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Compton Wealth Advisory Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Compton Wealth Advisory 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
Q3 		$315K Hold
1,955
– – 0.06% 81
2026
Q2 		$347K Sell
1,955
-300
-13% -$48.6K 0.07% 76
2026
Q1 		$329K Hold
2,255
– – 0.07% 76
2025
Q4 		$318K Hold
2,255
– – 0.07% 77
2025
Q3 		$319K Hold
2,255
– – 0.07% 75
2025
Q2 		$300K Buy
2,255
+410
+22% +$51.4K 0.08% 75
2025
Q1 		$230K Hold
1,845
– – 0.06% 77
2024
Q4 		$250K Hold
1,845
– – 0.06% 98
2024
Q3 		$257K Hold
1,845
– – 0.07% 100
2024
Q2 		$237K Hold
1,845
– – 0.06% 98
2024
Q1 		$241K Hold
1,845
– – 0.07% 98
2023
Q4 		$231K Hold
1,845
– – 0.07% 83
2023
Q3 		$202K Hold
1,845
– – 0.07% 91
2023
Q2 		$212K Hold
1,845
– – 0.07% 85
2023
Q1 		$203K Buy
+1,845
New +$208K 0.07% 89
2022
Q3 		– Sell
-1,990
Closed -$210K – 93
2022
Q2 		$210K Hold
1,990
– – 0.09% 95
2022
Q1 		$249K Sell
1,990
-1,875
-49% -$236K 0.1% 106
2021
Q4 		$536K Hold
3,865
– – 0.23% 62
2021
Q3 		$503K Hold
3,865
– – 0.24% 63
2021
Q2 		$513K Buy
3,865
+25
+0.7% +$3.25K 0.24% 62
2021
Q1 		$492K Sell
3,840
-1,251
-25% -$159K 0.28% 61
2020
Q4 		$581K Sell
5,091
-309
-6% -$31.5K 0.36% 48
2020
Q3 		$476K Sell
5,400
-23,978
-82% -$2.14M 0.36% 53
2020
Q2 		$2.49M Sell
29,378
-2,224
-7% -$173K 2.66% 11
2020
Q1 		$2.18M Buy
31,602
+2,712
+9% +$239K 2.82% 10
2019
Q4 		$2.79M Buy
28,890
+2,614
+10% +$241K 2.47% 11
2019
Q3 		$2.34M Buy
26,276
+928
+4% +$83.8K 1.29% 13
2019
Q2 		$2.31M Buy
25,348
+9,836
+63% +$884K 1.19% 12
2019
Q1 		$1.38M Buy
15,512
+9,480
+157% +$838K 0.73% 23
2018
Q4 		$487K Buy
+6,032
New +$537K 0.25% 50

Other funds holding IJT

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

Compton Wealth Advisory Group's IJT Position: Q3 2026 in Review

Compton Wealth Advisory Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2026 at 1,955 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #81.

Compton Wealth Advisory Group first reported a position in IJT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.79M in Q4 2019. 168 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Compton Wealth Advisory Group held 1,955 shares of iShares S&P Small-Cap 600 Growth ETF worth $315K as of Q3 2026.
  • Compton Wealth Advisory Group left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.06% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #81 holding.
  • Compton Wealth Advisory Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Compton Wealth Advisory Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.79M in Q4 2019.
  • 168 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.