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U.S. Capital Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		$1.23M Sell
8,513
-206
-2% -$30.6K 0.03% 463
2025
Q4 		$1.23M Sell
8,719
-335
-4% -$47.4K 0.03% 441
2025
Q3 		$1.28M Sell
9,054
-1,963
-18% -$271K 0.03% 423
2025
Q2 		$1.47M Buy
11,017
+53
+0.5% +$6.64K 0.04% 355
2025
Q1 		$1.36M Sell
10,964
-13,031
-54% -$1.74M 0.04% 362
2024
Q4 		$3.25M Buy
23,995
+2,639
+12% +$373K 0.1% 209
2024
Q3 		$2.98M Sell
21,356
-646
-3% -$87.1K 0.11% 184
2024
Q2 		$2.83M Sell
22,002
-402
-2% -$51.4K 0.11% 184
2024
Q1 		$2.93M Sell
22,404
-3
-0% -$374 0.11% 177
2023
Q4 		$2.8M Sell
22,407
-300
-1% -$33.7K 0.11% 178
2023
Q3 		$2.49M Buy
22,707
+379
+2% +$43.7K 0.11% 169
2023
Q2 		$2.57M Sell
22,328
-2,352
-10% -$257K 0.12% 169
2023
Q1 		$2.71M Sell
24,680
-238
-1% -$26.8K 0.13% 157
2022
Q4 		$2.69M Sell
24,918
-671
-3% -$73.8K 0.12% 160
2022
Q3 		$2.6M Buy
25,589
+20,972
+454% +$2.35M 0.13% 153
2022
Q2 		$486K Hold
4,617
– – 0.02% 461
2022
Q1 		$578K Sell
4,617
-44
-0.9% -$5.55K 0.02% 484
2021
Q4 		$647K Sell
4,661
-286
-6% -$38.9K 0.03% 469
2021
Q3 		$643K Buy
+4,947
New +$652K 0.03% 466

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

U.S. Capital Wealth Advisors's IJT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.4% in Q1 2026, selling an estimated $30.6K and leaving 8,513 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #463.

U.S. Capital Wealth Advisors first reported a position in IJT in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.25M in Q4 2024. 759 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • U.S. Capital Wealth Advisors held 8,513 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.23M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 206 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $30.6K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #463 holding.
  • U.S. Capital Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.25M in Q4 2024.
  • 759 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.