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 Q3	$40K	Buy	247 +1	+0.4%	+$171	﹤0.01%	1062
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

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

CX Institutional's IJT Position: Q3 2026 in Review

CX Institutional increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.41% in Q3 2026, buying an estimated $171 and bringing the position to 247 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

CX Institutional first reported a position in IJT in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.9M in Q2 2022. 260 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

CX Institutional held 247 shares of iShares S&P Small-Cap 600 Growth ETF worth $40K as of Q3 2026.
CX Institutional bought 1 iShares S&P Small-Cap 600 Growth ETF share in Q3 2026, an estimated $171.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1062 holding.
CX Institutional first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and has held it in 9 quarters since.
CX Institutional's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.9M in Q2 2022.
260 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.