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

Oakworth Capital’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 		$63.9K Hold
358
– – ﹤0.01% 422
2026
Q1 		$51.8K Hold
358
– – ﹤0.01% 441
2025
Q4 		$50.5K Hold
358
– – ﹤0.01% 430
2025
Q3 		$50.7K Hold
358
– – ﹤0.01% 433
2025
Q2 		$47.6K Hold
358
– – ﹤0.01% 359
2025
Q1 		$44.6K Hold
358
– – ﹤0.01% 366
2024
Q4 		$48.5K Hold
358
– – ﹤0.01% 363
2024
Q3 		$49.9K Buy
358
+270
+307% +$36.4K ﹤0.01% 350
2024
Q2 		$11.3K Hold
88
– – ﹤0.01% 477
2024
Q1 		$11.5K Hold
88
– – ﹤0.01% 462
2023
Q4 		$11K Hold
88
– – ﹤0.01% 467
2023
Q3 		$9.65K Buy
+88
New +$10.2K ﹤0.01% 451
2021
Q1 		– Sell
-24
Closed -$3K – 593
2020
Q4 		$3K Sell
24
-498
-95% -$50.8K ﹤0.01% 518
2020
Q3 		$46K Hold
522
– – 0.01% 284
2020
Q2 		$44K Hold
522
– – 0.01% 290
2020
Q1 		$36K Hold
522
– – 0.01% 277
2019
Q4 		$51K Sell
522
-16
-3% -$1.48K 0.01% 284
2019
Q3 		$48K Hold
538
– – 0.01% 290
2019
Q2 		$49K Sell
538
-72
-12% -$6.47K 0.01% 319
2019
Q1 		$54K Hold
610
– – 0.01% 296
2018
Q4 		$49K Sell
610
-130
-18% -$11.6K 0.01% 291
2018
Q3 		$75K Sell
740
-18
-2% -$1.81K 0.02% 260
2018
Q2 		$72K Hold
758
– – 0.01% 255
2018
Q1 		$66K Hold
758
– – 0.02% 250
2017
Q4 		$65K Sell
758
-204
-21% -$17.1K 0.02% 262
2017
Q3 		$74K Sell
962
-124
-11% -$9.67K 0.02% 252
2017
Q2 		$85K Sell
1,086
-40
-4% -$3.08K 0.02% 232
2017
Q1 		$86K Buy
1,126
+298
+36% +$22.6K 0.02% 228
2016
Q4 		$60K Hold
828
– – 0.02% 249
2016
Q3 		$57K Hold
828
– – 0.02% 237
2016
Q2 		$53K Buy
+828
New +$52.1K 0.02% 247

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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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
SL
StoryOne LLC Overland Park, Kansas $212M AUM
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Oakworth Capital's IJT Position: Q2 2026 in Review

Oakworth Capital held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 358 shares worth $63.9K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Oakworth Capital first reported a position in IJT in Q2 2016 and has held it in 31 quarters since. The position peaked at $86K in Q1 2017. 271 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Oakworth Capital held 358 shares of iShares S&P Small-Cap 600 Growth ETF worth $63.9K as of Q2 2026.
  • Oakworth Capital left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #422 holding.
  • Oakworth Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2016 and has held it in 31 quarters since.
  • Oakworth Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $86K in Q1 2017.
  • 271 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.