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 Q3	$777K	Sell	4,843 -151	-3%	-$25.9K	0.03%	227
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%	+$8.84K	﹤0.01%	320
2018 Q2	$2K	Buy	+26	New	+$2.39K	﹤0.01%	462

Other funds holding IJT

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Trilogy Capital's IJT Position: Q3 2026 in Review

Trilogy Capital reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3% in Q3 2026, selling an estimated $25.9K and leaving 4,843 shares worth $777K. The position accounts for 0.03% of the portfolio, ranked #227.

Trilogy Capital first reported a position in IJT in Q2 2018 and has held it in 4 quarters since. The position peaked at $892K in Q2 2026. 341 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

Trilogy Capital held 4,843 shares of iShares S&P Small-Cap 600 Growth ETF worth $777K as of Q3 2026.
Trilogy Capital sold 151 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $25.9K.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Trilogy Capital's portfolio in Q3 2026, its #227 holding.
Trilogy Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and has held it in 4 quarters since.
Trilogy Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $892K in Q2 2026.
341 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.