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

Montecito Bank & Trust’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	$854K	Sell	4,779 -684	-13%	-$111K	0.13%	146
2026 Q1	$791K	Hold	5,463	–	–	0.13%	153
2025 Q4	$771K	Sell	5,463 -15	-0.3%	-$2.12K	0.12%	155
2025 Q3	$775K	Buy	+5,478	New	+$756K	0.12%	162
2025 Q1	$640K	Sell	5,138 -30	-0.6%	-$4.01K	0.11%	178
2024 Q4	$700K	Sell	5,168 -60	-1%	-$8.49K	0.12%	165
2024 Q3	$729K	Sell	5,228 -250	-5%	-$33.7K	0.12%	164
2024 Q2	$704K	Sell	5,478 -50	-0.9%	-$6.39K	0.14%	140
2024 Q1	$723K	Sell	5,528 -145	-3%	-$18.1K	0.14%	137
2023 Q4	$710K	Sell	5,673 -95	-2%	-$10.7K	0.15%	139
2023 Q3	$633K	Hold	5,768	–	–	0.15%	146
2023 Q2	$663K	Sell	5,768 -35	-0.6%	-$3.82K	0.15%	149
2023 Q1	$638K	Sell	5,803 -70	-1%	-$7.89K	0.15%	148
2022 Q4	$635K	Hold	5,873	–	–	0.15%	148
2022 Q3	$597K	Sell	5,873 -202	-3%	-$22.7K	0.16%	152
2022 Q2	$640K	Sell	6,075 -325	-5%	-$36.8K	0.15%	155
2022 Q1	$800K	Hold	6,400	–	–	0.15%	143
2021 Q4	$889K	Hold	6,400	–	–	0.16%	133
2021 Q3	$833K	Hold	6,400	–	–	0.16%	126
2021 Q2	$849K	Hold	6,400	–	–	0.16%	123
2021 Q1	$821K	Hold	6,400	–	–	0.17%	120
2020 Q4	$731K	Hold	6,400	–	–	0.16%	117
2020 Q3	$565K	Hold	6,400	–	–	0.14%	123
2020 Q2	$543K	Hold	6,400	–	–	0.15%	124
2020 Q1	$441K	Hold	6,400	–	–	0.14%	129
2019 Q4	$619K	Hold	6,400	–	–	0.17%	117
2019 Q3	$571K	Sell	6,400 -1,800	-22%	-$162K	0.17%	118
2019 Q2	$748K	Sell	8,200 -60	-0.7%	-$5.39K	0.23%	97
2019 Q1	$737K	Sell	8,260 -112	-1%	-$9.9K	0.23%	96
2018 Q4	$675K	Hold	8,372	–	–	0.23%	97
2018 Q3	$844K	Buy	8,372 +254	+3%	+$25.5K	0.25%	83
2018 Q2	$767K	Buy	8,118 +2,836	+54%	+$260K	0.25%	79
2018 Q1	$459K	Hold	5,282	–	–	0.15%	121
2017 Q4	$449K	Hold	5,282	–	–	0.15%	118
2017 Q3	$434K	Sell	5,282 -200	-4%	-$15.6K	0.15%	115
2017 Q2	$427K	Hold	5,482	–	–	0.15%	113
2017 Q1	$420K	Hold	5,482	–	–	0.15%	116
2016 Q4	$411K	Hold	5,482	–	–	0.14%	116
2016 Q3	$376K	Hold	5,482	–	–	0.15%	125
2016 Q2	$352K	Hold	5,482	–	–	0.15%	125
2016 Q1	$340K	Hold	5,482	–	–	0.15%	112
2015 Q4	$341K	Hold	5,482	–	–	0.16%	117
2015 Q3	$329K	Hold	5,482	–	–	0.18%	112
2015 Q2	$357K	Hold	5,482	–	–	0.18%	113
2015 Q1	$357K	Hold	5,482	–	–	0.18%	113
2014 Q4	$335K	Buy	5,482 +1,912	+54%	+$112K	0.18%	116
2014 Q3	$201K	Hold	3,570	–	–	0.12%	147
2014 Q2	$216K	Buy	+3,570	New	+$207K	0.13%	134

Other funds holding IJT

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Montecito Bank & Trust's IJT Position: Q2 2026 in Review

Montecito Bank & Trust reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 13% in Q2 2026, selling an estimated $111K and leaving 4,779 shares worth $854K. The position accounts for 0.13% of the portfolio, ranked #146.

Montecito Bank & Trust first reported a position in IJT in Q2 2014 and has held it in 48 quarters since. The position peaked at $889K in Q4 2021. 144 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Montecito Bank & Trust held 4,779 shares of iShares S&P Small-Cap 600 Growth ETF worth $854K as of Q2 2026.
Montecito Bank & Trust sold 684 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $111K.
iShares S&P Small-Cap 600 Growth ETF made up 0.13% of Montecito Bank & Trust's portfolio in Q2 2026, its #146 holding.
Montecito Bank & Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2014 and has held it in 48 quarters since.
Montecito Bank & Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $889K in Q4 2021.
144 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.