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

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