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

InvesTrust’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	$2.44M	Sell	15,195 -1,474	-9%	-$252K	0.99%	30
2026 Q2	$2.98M	Sell	16,669 -306	-2%	-$49.6K	1.15%	30
2026 Q1	$2.46M	Buy	16,975 +78	+0.5%	+$11.6K	1.03%	36
2025 Q4	$2.39M	Buy	16,897 +196	+1%	+$27.7K	0.92%	37
2025 Q3	$2.36M	Sell	16,701 -103	-0.6%	-$14.2K	0.87%	39
2025 Q2	$2.24M	Sell	16,804 -7	-0%	-$877	0.86%	41
2025 Q1	$2.09M	Sell	16,811 -71	-0.4%	-$9.5K	0.57%	51
2024 Q4	$2.29M	Buy	+16,882	New	+$2.39M	0.64%	48

Other funds holding IJT

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

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

Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

InvesTrust's IJT Position: Q3 2026 in Review

InvesTrust reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 8.8% in Q3 2026, selling an estimated $252K and leaving 15,195 shares worth $2.44M. The position accounts for 0.99% of the portfolio, ranked #30.

InvesTrust first reported a position in IJT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.98M in Q2 2026. 403 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

InvesTrust held 15,195 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.44M as of Q3 2026.
InvesTrust sold 1,474 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $252K.
iShares S&P Small-Cap 600 Growth ETF made up 0.99% of InvesTrust's portfolio in Q3 2026, its #30 holding.
InvesTrust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 8 quarters since.
InvesTrust's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.98M in Q2 2026.
403 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.