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IJT icon

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
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% -$9.49K 0.57% 51
2024
Q4 		$2.29M Buy
+16,882
New +$2.39M 0.64% 48

Other funds holding IJT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

InvesTrust's IJT Position: Q2 2026 in Review

InvesTrust reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.8% in Q2 2026, selling an estimated $49.6K and leaving 16,669 shares worth $2.98M. The position accounts for 1.15% of the portfolio, ranked #30.

InvesTrust first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. 388 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • InvesTrust held 16,669 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.98M as of Q2 2026.
  • InvesTrust sold 306 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $49.6K.
  • iShares S&P Small-Cap 600 Growth ETF made up 1.15% of InvesTrust's portfolio in Q2 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 7 quarters since.
  • 388 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.