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

Curi RMB 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 Q1	$238K	Buy	1,643 +82	+5%	+$12.2K	﹤0.01%	790
2025 Q4	$220K	Hold	1,561	–	–	﹤0.01%	832
2025 Q3	$221K	Buy	+1,561	New	+$215K	﹤0.01%	661
2025 Q1	–	Sell	-2,197	Closed	-$297K	–	505
2024 Q4	$297K	Sell	2,197 -2	-0.1%	-$283	0.01%	462
2024 Q3	$307K	Buy	2,199 +42	+2%	+$5.67K	0.01%	486
2024 Q2	$277K	Hold	2,157	–	–	0.01%	484
2024 Q1	$282K	Buy	2,157 +44	+2%	+$5.49K	0.01%	505
2023 Q4	$264K	Hold	2,113	–	–	0.01%	456
2023 Q3	$232K	Buy	2,113 +86	+4%	+$9.92K	0.01%	463
2023 Q2	$233K	Sell	2,027 -378	-16%	-$41.3K	0.01%	469
2023 Q1	$264K	Sell	2,405 -69	-3%	-$7.78K	0.01%	439
2022 Q4	$267K	Buy	2,474 +4	+0.2%	+$440	0.01%	431
2022 Q3	$251K	Hold	2,470	–	–	0.01%	426
2022 Q2	$260K	Hold	2,470	–	–	0.01%	422
2022 Q1	$309K	Hold	2,470	–	–	0.01%	384
2021 Q4	$343K	Hold	2,470	–	–	0.01%	386
2021 Q3	$321K	Hold	2,470	–	–	0.01%	393
2021 Q2	$328K	Hold	2,470	–	–	0.01%	401
2021 Q1	$317K	Hold	2,470	–	–	0.01%	393
2020 Q4	$282K	Hold	2,470	–	–	0.01%	510
2020 Q3	$218K	Hold	2,470	–	–	0.01%	546
2020 Q2	$210K	Buy	+2,470	New	+$192K	0.01%	538
2020 Q1	–	Sell	-2,762	Closed	-$267K	–	711
2019 Q4	$267K	Buy	2,762 +184	+7%	+$17K	0.01%	576
2019 Q3	$230K	Buy	+2,578	New	+$233K	0.01%	642

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Curi RMB Capital's IJT Position: Q1 2026 in Review

Curi RMB Capital increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5.3% in Q1 2026, buying an estimated $12.2K and bringing the position to 1,643 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Curi RMB Capital first reported a position in IJT in Q3 2019 and has held it in 24 quarters since. The position peaked at $343K in Q4 2021. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Curi RMB Capital held 1,643 shares of iShares S&P Small-Cap 600 Growth ETF worth $238K as of Q1 2026.
Curi RMB Capital bought 82 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $12.2K.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #790 holding.
Curi RMB Capital first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2019 and has held it in 24 quarters since.
Curi RMB Capital's iShares S&P Small-Cap 600 Growth ETF position peaked at $343K in Q4 2021.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.