Sterling Investment Counsel’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Sterling Investment Counsel’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	$392K	Sell	2,196 -15	-0.7%	-$2.43K	0.09%	127
2026 Q1	$320K	Hold	2,211	–	–	0.09%	138
2025 Q4	$312K	Buy	2,211 +31	+1%	+$4.39K	0.09%	144
2025 Q3	$308K	Buy	+2,180	New	+$301K	0.1%	105
2025 Q2	–	Sell	-2,880	Closed	-$359K	–	151
2025 Q1	$359K	Buy	+2,880	New	+$385K	0.12%	116
2024 Q4	–	Sell	-2,924	Closed	-$408K	–	147
2024 Q3	$408K	Sell	2,924 -15	-0.5%	-$2.02K	0.15%	101
2024 Q2	$377K	Buy	2,939 +209	+8%	+$26.7K	0.15%	96
2024 Q1	$357K	Sell	2,730 -201	-7%	-$25.1K	0.16%	104
2023 Q4	$367K	Buy	2,931 +80	+3%	+$8.97K	0.19%	93
2023 Q3	$313K	Sell	2,851 -21	-0.7%	-$2.42K	0.18%	102
2023 Q2	$330K	Sell	2,872 -58	-2%	-$6.33K	0.18%	104
2023 Q1	$322K	Sell	2,930 -2,143	-42%	-$242K	0.19%	105
2022 Q4	$548K	Buy	5,073 +181	+4%	+$19.9K	0.34%	55
2022 Q3	$497K	Sell	4,892 -545	-10%	-$61.2K	0.36%	49
2022 Q2	$573K	Buy	5,437 +295	+6%	+$33.4K	0.44%	48
2022 Q1	$643K	Buy	5,142 +129	+3%	+$16.3K	0.43%	47
2021 Q4	$696K	Buy	+5,013	New	+$682K	0.47%	42

Other funds holding IJT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

Sterling Investment Counsel's IJT Position: Q2 2026 in Review

Sterling Investment Counsel reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.68% in Q2 2026, selling an estimated $2.43K and leaving 2,196 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #127.

Sterling Investment Counsel first reported a position in IJT in Q4 2021 and has held it in 17 quarters since. The position peaked at $696K in Q4 2021. 388 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Sterling Investment Counsel held 2,196 shares of iShares S&P Small-Cap 600 Growth ETF worth $392K as of Q2 2026.
Sterling Investment Counsel sold 15 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $2.43K.
iShares S&P Small-Cap 600 Growth ETF made up 0.09% of Sterling Investment Counsel's portfolio in Q2 2026, its #127 holding.
Sterling Investment Counsel first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Sterling Investment Counsel's iShares S&P Small-Cap 600 Growth ETF position peaked at $696K in Q4 2021.
388 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.