Realta Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Realta Investment 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
2025 Q2	–	Sell	-925	Closed	-$115K	–	315
2025 Q1	$115K	Buy	925 +25	+3%	+$3.34K	0.05%	201
2024 Q4	$124K	Buy	+900	New	+$127K	0.05%	213
2024 Q3	–	Sell	-355	Closed	-$45.5K	–	542
2024 Q2	$45.5K	Buy	355 +1	+0.3%	+$128	0.01%	543
2024 Q1	$46.3K	Buy	+354	New	+$44.2K	0.01%	565
2023 Q4	–	Sell	-664	Closed	-$76.3K	–	595
2023 Q3	$76.3K	Hold	664	–	–	0.02%	485
2023 Q2	$76.3K	Buy	+664	New	+$72.5K	0.02%	515
2023 Q1	–	Sell	-690	Closed	-$74.5K	–	606
2022 Q4	$74.5K	Sell	690 -127	-16%	-$14K	0.02%	520
2022 Q3	$83K	Buy	+817	New	+$91.7K	0.02%	474
2020 Q1	–	Sell	-5,874	Closed	-$553K	–	819
2019 Q4	$553K	Buy	5,874 +5,792	+7,063%	+$535K	0.15%	170
2019 Q3	$7K	Sell	82 -50	-38%	-$4.51K	﹤0.01%	1219
2019 Q2	$12K	Buy	+132	New	+$11.9K	﹤0.01%	1084

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Realta Investment Advisors's IJT Position: Q2 2025 in Review

Realta Investment Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2025, closing a stake of 925 shares — an estimated $115K sold.

Realta Investment Advisors first reported a position in IJT in Q2 2019 and held it in 11 quarters. The position peaked at $553K in Q4 2019. 729 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

Realta Investment Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
Realta Investment Advisors sold 925 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $115K.
Realta Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2019 and held it in 11 quarters.
Realta Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $553K in Q4 2019.
729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Realta Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.