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

Trilogy 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 		$892K Buy
+4,994
New +$809K 0.03% 212
2018
Q4 		– Sell
-114
Closed -$11K – 336
2018
Q3 		$11K Buy
114
+88
+338% +$8.85K ﹤0.01% 320
2018
Q2 		$2K Buy
+26
New +$2.39K ﹤0.01% 462

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Trilogy Capital's IJT Position: Q2 2026 in Review

Trilogy Capital opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 4,994 shares worth $892K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings. This is a return to the name: Trilogy Capital previously reported a position in IJT as recently as Q3 2018.

Trilogy Capital first reported a position in IJT in Q2 2018 and has held it in 3 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Trilogy Capital held 4,994 shares of iShares S&P Small-Cap 600 Growth ETF worth $892K as of Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new Trilogy Capital position in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Trilogy Capital's portfolio in Q2 2026, its #212 holding.
  • Trilogy Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and has held it in 3 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.