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

TAGStone 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	$917K	Sell	5,132 -88	-2%	-$14.3K	0.29%	61
2026 Q1	$755K	Sell	5,220 -61	-1%	-$9.05K	0.27%	67
2025 Q4	$746K	Buy	5,281 +12	+0.2%	+$1.7K	0.28%	64
2025 Q3	$746K	Sell	5,269 -53	-1%	-$7.32K	0.3%	61
2025 Q2	$713K	Buy	5,322 +1	+0%	+$125	0.29%	59
2025 Q1	$662K	Buy	5,321 +6	+0.1%	+$802	0.33%	55
2024 Q4	$720K	Buy	5,315 +13	+0.2%	+$1.84K	0.35%	50
2024 Q3	$740K	Buy	5,302 +46	+0.9%	+$6.2K	0.38%	45
2024 Q2	$675K	Buy	5,256 +41	+0.8%	+$5.24K	0.38%	44
2024 Q1	$682K	Buy	5,215 +58	+1%	+$7.24K	0.4%	45
2023 Q4	$645K	Buy	5,157 +90	+2%	+$10.1K	0.42%	43
2023 Q3	$558K	Buy	5,067 +447	+10%	+$51.6K	0.41%	45
2023 Q2	$531K	Sell	4,620 -434	-9%	-$47.4K	0.38%	49
2023 Q1	$556K	Buy	5,054 +13	+0.3%	+$1.47K	0.42%	49
2022 Q4	$545K	Sell	5,041 -227	-4%	-$25K	0.45%	47
2022 Q3	$536K	Buy	5,268 +426	+9%	+$47.8K	0.5%	46
2022 Q2	$510K	Buy	4,842 +10	+0.2%	+$1.13K	0.49%	49
2022 Q1	$604K	Buy	4,832 +9	+0.2%	+$1.14K	0.51%	43
2021 Q4	$669K	Buy	+4,823	New	+$657K	0.56%	41

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TAGStone Capital's IJT Position: Q2 2026 in Review

TAGStone Capital reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.7% in Q2 2026, selling an estimated $14.3K and leaving 5,132 shares worth $917K. The position accounts for 0.29% of the portfolio, ranked #61.

TAGStone Capital first reported a position in IJT in Q4 2021 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

TAGStone Capital held 5,132 shares of iShares S&P Small-Cap 600 Growth ETF worth $917K as of Q2 2026.
TAGStone Capital sold 88 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $14.3K.
iShares S&P Small-Cap 600 Growth ETF made up 0.29% of TAGStone Capital's portfolio in Q2 2026, its #61 holding.
TAGStone Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 19 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.