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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
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

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

Compton Wealth Advisory Group's IJT Position: Q2 2026 in Review

Compton Wealth Advisory Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 13% in Q2 2026, selling an estimated $48.6K and leaving 1,955 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #76.

Compton Wealth Advisory Group first reported a position in IJT in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.79M in Q4 2019. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Compton Wealth Advisory Group held 1,955 shares of iShares S&P Small-Cap 600 Growth ETF worth $347K as of Q2 2026.
  • Compton Wealth Advisory Group sold 300 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $48.6K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.07% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #76 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 29 quarters since.
  • Compton Wealth Advisory Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.79M in Q4 2019.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.