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

CoreCap 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 Q2	$60.2K	Buy	337 +77	+30%	+$12.5K	﹤0.01%	1327
2026 Q1	$37.6K	Buy	260 +256	+6,400%	+$38K	﹤0.01%	1430
2025 Q4	$565	Hold	4	–	–	﹤0.01%	2687
2025 Q3	$566	Hold	4	–	–	﹤0.01%	2555
2025 Q2	$532	Sell	4 -390	-99%	-$48.9K	﹤0.01%	2499
2025 Q1	$49.1K	Sell	394 -200	-34%	-$26.7K	﹤0.01%	1175
2024 Q4	$80.4K	Buy	594 +4	+0.7%	+$566	﹤0.01%	1006
2024 Q3	$82.3K	Buy	+590	New	+$79.6K	﹤0.01%	1000
2024 Q2	–	Sell	-590	Closed	-$77.1K	–	2089
2024 Q1	$77.1K	Buy	+590	New	+$73.6K	﹤0.01%	950
2022 Q4	$64.3K	Buy	+595	New	+$65.4K	﹤0.01%	898
2022 Q3	–	Sell	-590	Closed	-$62K	–	1261
2022 Q2	$62K	Buy	+590	New	+$66.9K	﹤0.01%	870
2022 Q1	–	Sell	-590	Closed	-$82K	–	1262
2021 Q4	$82K	Buy	+590	New	+$80.3K	0.01%	827

Other funds holding IJT

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

Baring Financial Bellingham, Washington $181M AUM 20.14% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return