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

Sonata Capital Group’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 		$2.52M Buy
14,129
+241
+2% +$39.1K 0.81% 32
2026
Q1 		$2.01M Buy
13,888
+178
+1% +$26.4K 0.74% 36
2025
Q4 		$1.94M Buy
13,710
+124
+0.9% +$17.6K 0.7% 34
2025
Q3 		$1.92M Sell
13,586
-139
-1% -$19.2K 0.71% 34
2025
Q2 		$1.83M Buy
13,725
+292
+2% +$36.6K 0.73% 35
2025
Q1 		$1.67M Buy
13,433
+40
+0.3% +$5.35K 0.73% 35
2024
Q4 		$1.81M Buy
13,393
+157
+1% +$22.2K 0.75% 33
2024
Q3 		$1.85M Sell
13,236
-1,569
-11% -$212K 0.78% 33
2024
Q2 		$1.9M Buy
14,805
+2,367
+19% +$303K 0.98% 23
2024
Q1 		$1.63M Buy
12,438
+3,900
+46% +$487K 0.74% 33
2023
Q4 		$1.07M Buy
8,538
+79
+0.9% +$8.86K 0.53% 37
2023
Q3 		$928K Sell
8,459
-88
-1% -$10.2K 0.5% 39
2023
Q2 		$982K Sell
8,547
-319
-4% -$34.8K 0.51% 39
2023
Q1 		$975K Buy
8,866
+303
+4% +$34.2K 0.53% 39
2022
Q4 		$925K Sell
8,563
-9
-0.1% -$989 0.51% 38
2022
Q3 		$871K Sell
8,572
-3
-0% -$337 0.48% 44
2022
Q2 		$903K Buy
8,575
+4
+0% +$453 0.47% 46
2022
Q1 		$1.07M Buy
8,571
+3
+0% +$378 0.47% 45
2021
Q4 		$1.19M Buy
8,568
+18
+0.2% +$2.45K 0.5% 44
2021
Q3 		$1.11M Sell
8,550
-85
-1% -$11.2K 0.5% 42
2021
Q2 		$1.15M Sell
8,635
-7,318
-46% -$952K 0.52% 43
2021
Q1 		$2.05M Sell
15,953
-22,581
-59% -$2.87M 0.98% 28
2020
Q4 		$4.4M Buy
38,534
+18
+0% +$1.83K 2.18% 12
2020
Q3 		$3.4M Sell
38,516
-954
-2% -$85.3K 1.98% 14
2020
Q2 		$3.35M Buy
39,470
+8
+0% +$623 2.12% 13
2020
Q1 		$2.72M Buy
39,462
+480
+1% +$42.4K 2.05% 14
2019
Q4 		$3.77M Sell
38,982
-570
-1% -$52.6K 2.28% 12
2019
Q3 		$3.53M Buy
39,552
+1,254
+3% +$113K 2.39% 11
2019
Q2 		$3.49M Buy
38,298
+17,646
+85% +$1.59M 2.42% 10
2019
Q1 		$1.84M Sell
20,652
-612
-3% -$54.1K 1.37% 21
2018
Q4 		$1.72M Buy
21,264
+140
+0.7% +$12.5K 1.4% 20
2018
Q3 		$2.13M Buy
21,124
+3,448
+20% +$347K 1.45% 19
2018
Q2 		$1.67M Buy
17,676
+11,446
+184% +$1.05M 1.2% 22
2018
Q1 		$542K Buy
+6,230
New +$543K 0.4% 59

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

Sonata Capital Group's IJT Position: Q2 2026 in Review

Sonata Capital Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.7% in Q2 2026, buying an estimated $39.1K and bringing the position to 14,129 shares worth $2.52M. The position accounts for 0.81% of the portfolio, ranked #32.

Sonata Capital Group first reported a position in IJT in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.4M in Q4 2020. 388 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Sonata Capital Group held 14,129 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.52M as of Q2 2026.
  • Sonata Capital Group bought 241 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $39.1K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.81% of Sonata Capital Group's portfolio in Q2 2026, its #32 holding.
  • Sonata Capital Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and has held it in 34 quarters since.
  • Sonata Capital Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.4M in Q4 2020.
  • 388 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.