Blue Edge Capital, LLC IJT — iShares S&P Small-Cap 600 Grow

Ownership history in Blue Edge Capital, LLC  ·  46 quarters on record

AI Ownership Summary

Blue Edge Capital, LLC reported iShares S&P Small-Cap 600 Grow (IJT) in 46 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.96% in 2026 Q2. The latest visible filing shows IJT at 0.96% 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 Blue Edge Capital, LLC's position in iShares S&P Small-Cap 600 Grow, 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 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 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 Blue Edge Capital, LLC fund profile Blue Edge Capital, LLC full holdings
How Blue Edge Capital, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 44,864 +18,155 +68.0% 0.96% $8.0M 2026-08-17 $178.20
2026 Q1 ADDED — — — 26,709 +5,951 +28.7% 0.51% $3.9M 2026-06-02 $163.30
2025 Q4 REDUCED 7.8% +2.7% ❌ 20,758 -1,760 -7.8% 0.39% $2.9M 2026-02-12 $150.11
2025 Q3 REDUCED — — — 22,518 -490 -2.1% 0.45% $3.2M 2025-11-12 $139.93
2025 Q2 REDUCED — — — 23,008 -32 -0.1% 0.46% $3.1M 2025-08-15 $136.29
2025 Q1 REDUCED — — — 23,040 -817 -3.4% 0.46% $2.9M 2025-05-13 $129.41
2024 Q4 ADDED — — — 23,857 +78 +0.3% 0.51% $3.2M 2025-02-13 $137.94
2024 Q3 ADDED — — — 23,779 +405 +1.7% 0.52% $3.3M 2024-11-14 $141.66
2024 Q2 REDUCED — — — 23,374 -428 -1.8% 0.50% $3.0M 2024-08-07 $125.91
2024 Q1 REDUCED — — — 23,802 -65 -0.3% 0.52% $3.1M 2024-05-15 $129.41
36 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

Sterling Financial Planning, Inc. 3Y 6.22% Palisades Hudson Asset Management, L.P. 3Y 7Y 6.02% John A. Wolfe & Associates, Inc. 4.86% Clayton Financial Group LLC 4.73% StoryOne LLC 4.5% Veratis Advisors, Inc. 4.0% Stone Wealth Partners 3.52% Neumann Capital Management, LLC 3Y 7Y 3.45% LTG Capital LLC 3Y 3.39% Taylor Financial Group, Inc. 3.31%

FAQ About Blue Edge Capital, 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 Blue Edge Capital, LLC reported owning IJT?

Blue Edge Capital, LLC reported IJT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IJT position in Blue Edge Capital, LLC's portfolio?

The largest reported portfolio weight for IJT was 0.96% in 2026 Q2.

What is the latest reported IJT position on this page?

The most recent filing on this page is 2026 Q2, when Blue Edge Capital, LLC reported 44,864 shares, equal to 0.96% of portfolio, with an estimated market value of $8.0M.

What does the chart on this IJT ownership page compare?

The chart compares Blue Edge Capital, 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 Blue Edge Capital, LLC time their IJT position?

Based on 13F filing dates vs. subsequent IJT price moves, Blue Edge Capital, LLC correctly timed 22 out of 45 reported position changes (49%). The annualised alpha on IJT relative to SPY over the holding period was +31.5%.

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