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

Vicus 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	$1.47M	Sell	8,222 -1,283	-13%	-$208K	0.09%	104
2026 Q1	$1.38M	Sell	9,505 -2,497	-21%	-$370K	0.1%	95
2025 Q4	$1.69M	Sell	12,002 -5,922	-33%	-$838K	0.13%	82
2025 Q3	$2.54M	Sell	17,924 -6,459	-26%	-$891K	0.19%	70
2025 Q2	$3.24M	Buy	24,383 +1,751	+8%	+$219K	0.27%	54
2025 Q1	$2.82M	Buy	22,632 +2,762	+14%	+$369K	0.26%	55
2024 Q4	$2.69M	Buy	19,870 +2,207	+12%	+$312K	0.24%	52
2024 Q3	$2.46M	Buy	17,663 +3,620	+26%	+$488K	0.22%	54
2024 Q2	$1.8M	Buy	14,043 +784	+6%	+$100K	0.16%	69
2024 Q1	$1.73M	Buy	13,259 +1,213	+10%	+$151K	0.16%	69
2023 Q4	$1.51M	Buy	12,046 +1,420	+13%	+$159K	0.15%	69
2023 Q3	$1.17M	Sell	10,626 -312	-3%	-$36K	0.12%	81
2023 Q2	$1.26M	Buy	10,938 +2,098	+24%	+$229K	0.13%	76
2023 Q1	$972K	Sell	8,840 -194	-2%	-$21.9K	0.1%	92
2022 Q4	$976K	Buy	9,034 +273	+3%	+$30K	0.11%	92
2022 Q3	$891K	Buy	8,761 +2,162	+33%	+$243K	0.1%	107
2022 Q2	$695K	Buy	6,599 +4,330	+191%	+$491K	0.08%	121
2022 Q1	$284K	Buy	2,269 +29	+1%	+$3.66K	0.03%	189
2021 Q4	$280K	Buy	2,240 +136	+6%	+$18.5K	0.03%	187
2021 Q3	$274K	Buy	2,104 +594	+39%	+$78.3K	0.04%	122
2021 Q2	$200K	Buy	+1,510	New	+$197K	0.03%	148
2021 Q1	–	Sell	-2,251	Closed	-$257K	–	239
2020 Q4	$257K	Sell	2,251 -405	-15%	-$41.3K	0.03%	192
2020 Q3	$234K	Buy	2,656 +212	+9%	+$19K	0.03%	186
2020 Q2	$208K	Sell	2,444 -2,022	-45%	-$158K	0.03%	193
2020 Q1	$308K	Sell	4,466 -138	-3%	-$12.2K	0.06%	147
2019 Q4	$445K	Sell	4,604 -188	-4%	-$17.4K	0.07%	135
2019 Q3	$427K	Sell	4,792 -134	-3%	-$12.1K	0.06%	164
2019 Q2	$449K	Sell	4,926 -1,850	-27%	-$166K	0.06%	158
2019 Q1	$605K	Sell	6,776 -166	-2%	-$14.7K	0.1%	131
2018 Q4	$560K	Hold	6,942	–	–	0.1%	135
2018 Q3	$700K	Buy	6,942 +2	+0%	+$201	0.11%	126
2018 Q2	$656K	Sell	6,940 -1,052	-13%	-$96.6K	0.11%	127
2018 Q1	$695K	Sell	7,992 -18,674	-70%	-$1.63M	0.12%	123
2017 Q4	$2.27M	Sell	26,666 -2,282	-8%	-$191K	0.4%	47
2017 Q3	$2.38M	Buy	28,948 +14,244	+97%	+$1.11M	0.46%	44
2017 Q2	$1.15M	Sell	14,704 -7,734	-34%	-$595K	0.23%	81
2017 Q1	$1.72M	Sell	22,438 -262	-1%	-$19.9K	0.37%	60
2016 Q4	$1.7M	Buy	22,700 +14,636	+181%	+$1.03M	0.38%	61
2016 Q3	$553K	Buy	+8,064	New	+$544K	0.13%	131
2015 Q1	–	Sell	-21,000	Closed	-$1.28M	–	194
2014 Q4	$1.28M	Buy	+21,000	New	+$1.23M	0.37%	65
2014 Q3	–	Sell	-13,124	Closed	-$793K	–	170
2014 Q2	$793K	Buy	+13,124	New	+$761K	0.26%	69

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

Vicus Capital's IJT Position: Q2 2026 in Review

Vicus Capital reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 13% in Q2 2026, selling an estimated $208K and leaving 8,222 shares worth $1.47M. The position accounts for 0.09% of the portfolio, ranked #104.

Vicus Capital first reported a position in IJT in Q2 2014 and has held it in 41 quarters since. The position peaked at $3.24M in Q2 2025. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Vicus Capital held 8,222 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.47M as of Q2 2026.
Vicus Capital sold 1,283 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $208K.
iShares S&P Small-Cap 600 Growth ETF made up 0.09% of Vicus Capital's portfolio in Q2 2026, its #104 holding.
Vicus Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2014 and has held it in 41 quarters since.
Vicus Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.24M in Q2 2025.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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