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

CX Institutional’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	$44K	Hold	246	–	–	﹤0.01%	1003
2026 Q1	$36K	Buy	246 +22	+10%	+$3.26K	﹤0.01%	1018
2025 Q4	$32K	Buy	224 +1	+0.4%	+$142	﹤0.01%	1039
2025 Q3	$32K	Sell	223 -16	-7%	-$2.21K	﹤0.01%	1017
2025 Q2	$32K	Hold	239	–	–	﹤0.01%	916
2025 Q1	$30K	Buy	+239	New	+$32K	﹤0.01%	904
2022 Q4	–	Sell	-23,188	Closed	-$2.36M	–	527
2022 Q3	$2.36M	Sell	23,188 -4,321	-16%	-$485K	0.16%	155
2022 Q2	$2.9M	Buy	+27,509	New	+$3.12M	0.22%	119

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CX Institutional's IJT Position: Q2 2026 in Review

CX Institutional held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 246 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

CX Institutional first reported a position in IJT in Q2 2022 and has held it in 8 quarters since. The position peaked at $2.9M in Q2 2022. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

CX Institutional held 246 shares of iShares S&P Small-Cap 600 Growth ETF worth $44K as of Q2 2026.
CX Institutional left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1003 holding.
CX Institutional first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and has held it in 8 quarters since.
CX Institutional's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.9M in Q2 2022.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.