LCM
IJT icon

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

Liberty Capital Management’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 		$507K Buy
+2,836
New +$460K 0.09% 122
2025
Q4 		$400K Buy
2,835
+1
+0% +$142 0.07% 128
2025
Q3 		$401K Hold
2,834
– – 0.08% 125
2025
Q2 		$377K Buy
2,834
+1
+0% +$125 0.08% 127
2025
Q1 		$353K Hold
2,833
– – 0.08% 125
2024
Q4 		$383K Buy
2,833
+1
+0% +$141 0.09% 119
2024
Q3 		$395K Buy
2,832
+1
+0% +$135 0.09% 115
2024
Q2 		$364K Buy
2,831
+1
+0% +$128 0.09% 119
2024
Q1 		$370K Hold
2,830
– – 0.09% 120
2023
Q4 		$354K Sell
2,830
-598
-17% -$67.1K 0.09% 119
2023
Q3 		$376K Hold
3,428
– – 0.11% 110
2023
Q2 		$394K Buy
3,428
+85
+3% +$9.28K 0.12% 109
2023
Q1 		$368K Sell
3,343
-38
-1% -$4.29K 0.12% 104
2022
Q4 		$365K Sell
3,381
-178
-5% -$19.6K 0.13% 109
2022
Q3 		$362K Hold
3,559
– – 0.14% 103
2022
Q2 		$375K Sell
3,559
-511
-13% -$57.9K 0.13% 102
2022
Q1 		$509K Buy
4,070
+307
+8% +$38.7K 0.15% 98
2021
Q4 		$522K Sell
3,763
-76
-2% -$10.3K 0.14% 100
2021
Q3 		$499K Hold
3,839
– – 0.15% 96
2021
Q2 		$509K Hold
3,839
– – 0.15% 95
2021
Q1 		$492K Sell
3,839
-5
-0.1% -$635 0.17% 89
2020
Q4 		$439K Buy
+3,844
New +$392K 0.16% 96
2020
Q2 		$326K Hold
3,844
– – 0.14% 100
2020
Q1 		$265K Hold
3,844
– – 0.14% 100
2019
Q4 		$372K Hold
3,844
– – 0.15% 100
2019
Q3 		$343K Hold
3,844
– – 0.15% 102
2019
Q2 		$351K Hold
3,844
– – 0.16% 102
2019
Q1 		$343K Hold
3,844
– – 0.17% 92
2018
Q4 		$310K Sell
3,844
-20
-0.5% -$1.78K 0.19% 85
2018
Q3 		$390K Hold
3,864
– – 0.2% 84
2018
Q2 		$365K Sell
3,864
-1,394
-27% -$128K 0.21% 86
2018
Q1 		$457K Sell
5,258
-52
-1% -$4.53K 0.28% 79
2017
Q4 		$468K Hold
5,310
– – 0.25% 82
2017
Q3 		$442K Hold
5,310
– – 0.24% 87
2017
Q2 		$413K Buy
5,310
+1,312
+33% +$101K 0.25% 84
2017
Q1 		$306K Sell
3,998
-116
-3% -$8.79K 0.18% 98
2016
Q4 		$307K Hold
4,114
– – 0.2% 90
2016
Q3 		$281K Sell
4,114
-164
-4% -$11.1K 0.18% 94
2016
Q2 		$275K Buy
4,278
+164
+4% +$10.3K 0.19% 95
2016
Q1 		$255K Sell
4,114
-1,088
-21% -$63.4K 0.19% 88
2015
Q4 		$323K Sell
5,202
-60
-1% -$3.81K 0.24% 81
2015
Q3 		$316K Sell
5,262
-100
-2% -$6.4K 0.25% 81
2015
Q2 		$351K Sell
5,362
-56
-1% -$3.65K 0.24% 85
2015
Q1 		$353K Sell
5,418
-654
-11% -$41K 0.24% 81
2014
Q4 		$372K Sell
6,072
-562
-8% -$32.9K 0.26% 79
2014
Q3 		$373K Sell
6,634
-30
-0.5% -$1.75K 0.27% 81
2014
Q2 		$402K Buy
6,664
+56
+0.8% +$3.25K 0.28% 81
2014
Q1 		$393K Buy
6,608
+140
+2% +$8.22K 0.29% 80
2013
Q4 		$384K Sell
6,468
-30
-0.5% -$1.71K 0.27% 78
2013
Q3 		$352K Buy
6,498
+258
+4% +$13.5K 0.28% 77
2013
Q2 		$302K Buy
+6,240
New +$297K 0.26% 81

Other funds holding IJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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

Liberty Capital Management's IJT Position: Q2 2026 in Review

Liberty Capital Management opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 2,836 shares worth $507K. The stake represents 0.09% of the portfolio and ranks #122 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in IJT as recently as Q4 2025.

Liberty Capital Management first reported a position in IJT in Q2 2013 and has held it in 51 quarters since. The position peaked at $522K in Q4 2021. 541 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Liberty Capital Management held 2,836 shares of iShares S&P Small-Cap 600 Growth ETF worth $507K as of Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new Liberty Capital Management position in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.09% of Liberty Capital Management's portfolio in Q2 2026, its #122 holding.
  • Liberty Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • Liberty Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $522K in Q4 2021.
  • 541 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.