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

Transcendent 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	$2.03M	Buy	11,353 +2,912	+34%	+$472K	0.79%	45
2026 Q1	$1.22M	Buy	8,441 +2,582	+44%	+$383K	0.56%	46
2025 Q4	$827K	Buy	5,859 +893	+18%	+$126K	0.37%	58
2025 Q3	$703K	Buy	4,966 +270	+6%	+$37.3K	0.31%	65
2025 Q2	$625K	Buy	4,696 +2,305	+96%	+$289K	0.32%	64
2025 Q1	$298K	Buy	2,391 +131	+6%	+$17.5K	0.17%	74
2024 Q4	$306K	Buy	2,260 +602	+36%	+$85.2K	0.16%	84
2024 Q3	$231K	Buy	1,658 +616	+59%	+$83.1K	0.12%	99
2024 Q2	$134K	Sell	1,042 -4	-0.4%	-$512	0.08%	111
2024 Q1	$137K	Buy	1,046 +5	+0.5%	+$624	0.08%	114
2023 Q4	$130K	Buy	+1,041	New	+$117K	0.09%	95

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

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

Transcendent Capital Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 34% in Q2 2026, buying an estimated $472K and bringing the position to 11,353 shares worth $2.03M. The position accounts for 0.79% of the portfolio, ranked #45.

Transcendent Capital Group first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Transcendent Capital Group held 11,353 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.03M as of Q2 2026.
Transcendent Capital Group bought 2,912 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $472K.
iShares S&P Small-Cap 600 Growth ETF made up 0.79% of Transcendent Capital Group's portfolio in Q2 2026, its #45 holding.
Transcendent Capital Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.