Cordatus Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Cordatus Wealth Management’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	$215K	Hold	1,486	–	–	0.05%	160
2025 Q4	$210K	Hold	1,486	–	–	0.05%	159
2025 Q3	$210K	Sell	1,486 -59,955	-98%	-$8.27M	0.05%	158
2025 Q2	$8.17M	Sell	61,441 -512	-0.8%	-$64.1K	2.01%	10
2025 Q1	$7.71M	Buy	+61,953	New	+$8.29M	2.12%	9
2024 Q3	–	Sell	-55,902	Closed	-$7.18M	–	122
2024 Q2	$7.18M	Buy	+55,902	New	+$7.15M	2.69%	7
2023 Q3	–	Sell	-59,066	Closed	-$6.79M	–	94
2023 Q2	$6.79M	Buy	+59,066	New	+$6.45M	2.55%	5

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cordatus Wealth Management's IJT Position: Q1 2026 in Review

Cordatus Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 1,486 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #160.

Cordatus Wealth Management first reported a position in IJT in Q2 2023 and has held it in 7 quarters since. The position peaked at $8.17M in Q2 2025. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Cordatus Wealth Management held 1,486 shares of iShares S&P Small-Cap 600 Growth ETF worth $215K as of Q1 2026.
Cordatus Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.05% of Cordatus Wealth Management's portfolio in Q1 2026, its #160 holding.
Cordatus Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2023 and has held it in 7 quarters since.
Cordatus Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $8.17M in Q2 2025.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.