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

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return