CoreCap Advisors, LLC IJT — ISHARES S&P SMALL-CAP 600 GROWTH ETF

Ownership history in CoreCap Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

CoreCap Advisors, LLC reported ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT) in 10 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows IJT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreCap Advisors, LLC's position in ISHARES S&P SMALL-CAP 600 GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IJT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJT stock page CoreCap Advisors, LLC fund profile CoreCap Advisors, LLC full holdings
How CoreCap Advisors, LLC held IJT — position size vs. price
% of Fund (quarterly)    IJT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 337 +77 +29.6% 0.00% $60K 2026-07-06 $176.92
2026 Q1 ADDED — — — 260 +256 +6400.0% 0.00% $38K 2026-04-07 $148.19
2025 Q4 UNCHANGED — — — 4 — 0% 0.00% $565 2026-01-13 $147.84
2025 Q3 UNCHANGED — — — 4 — 0% 0.00% $566 2025-10-22 $140.64
2025 Q2 REDUCED 99.0% +6.5% ❌ 4 -390 -99.0% 0.00% $532 2025-08-14 $137.15
2025 Q1 REDUCED 33.7% +7.1% ❌ 394 -200 -33.7% 0.00% $49K 2025-05-09 $124.49
2024 Q4 ADDED — — — 594 +4 +0.7% 0.00% $80K 2025-02-14 $137.63
2024 Q3 UNCHANGED — — — 590 — 0% 0.00% $82K 2024-11-08 $144.69
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IJT

As of 2026 Q2 — sorted by position size

Pathway Financial Advisors LLC 3Y 7Y 0.33% jvl associates llc 3Y 0.18% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.08% Bison Wealth, LLC 0.05% Grove Bank & Trust 3Y 7Y 0.05% Bangor Savings Bank 3Y 7Y 0.05% FIRST FINANCIAL CORP /IN/ 3Y 7Y 0.04% Trilogy Capital Inc. 3Y 7Y 0.03% First Financial Bank - Trust Division 3Y 7Y 0.03% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.02%

FAQ About CoreCap Advisors, LLC and IJT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreCap Advisors, LLC reported owning IJT?

CoreCap Advisors, LLC reported IJT across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported IJT position in CoreCap Advisors, LLC's portfolio?

The largest reported portfolio weight for IJT was 0.00% in 2024 Q3.

What is the latest reported IJT position on this page?

The most recent filing on this page is 2026 Q2, when CoreCap Advisors, LLC reported 337 shares, equal to 0.00% of portfolio, with an estimated market value of $60K.

What does the chart on this IJT ownership page compare?

The chart compares CoreCap Advisors, LLC's quarterly IJT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CoreCap Advisors, LLC time their IJT position?

Based on 13F filing dates vs. subsequent IJT price moves, CoreCap Advisors, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on IJT relative to SPY over the holding period was -1.2%.

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