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

Regal 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
2026
Q1 		$1.76M Buy
12,145
+404
+3% +$59.9K 0.1% 212
2025
Q4 		$1.66M Buy
11,741
+106
+0.9% +$15K 0.1% 217
2025
Q3 		$1.65M Buy
11,635
+1,019
+10% +$141K 0.11% 201
2025
Q2 		$1.41M Sell
10,616
-191
-2% -$23.9K 0.11% 191
2025
Q1 		$1.35M Buy
10,807
+551
+5% +$73.7K 0.11% 185
2024
Q4 		$1.39M Buy
10,256
+216
+2% +$30.6K 0.1% 197
2024
Q3 		$1.4M Sell
10,040
-355
-3% -$47.9K 0.1% 210
2024
Q2 		$1.34M Buy
10,395
+290
+3% +$37.1K 0.09% 217
2024
Q1 		$1.32M Buy
10,105
+223
+2% +$27.8K 0.09% 215
2023
Q4 		$1.24M Buy
9,882
+119
+1% +$13.3K 0.09% 203
2023
Q3 		$1.07M Sell
9,763
-587
-6% -$67.7K 0.09% 203
2023
Q2 		$1.19M Buy
10,350
+97
+0.9% +$10.6K 0.1% 195
2023
Q1 		$1.13M Buy
10,253
+810
+9% +$91.3K 0.1% 190
2022
Q4 		$1.02M Buy
9,443
+212
+2% +$23.3K 0.1% 187
2022
Q3 		$939K Sell
9,231
-2,841
-24% -$319K 0.1% 185
2022
Q2 		$1.27M Buy
12,072
+3,880
+47% +$440K 0.13% 156
2022
Q1 		$1.02M Buy
8,192
+656
+9% +$82.7K 0.09% 212
2021
Q4 		$1.05M Buy
7,536
+221
+3% +$30.1K 0.09% 235
2021
Q3 		$951K Sell
7,315
-72
-1% -$9.49K 0.09% 242
2021
Q2 		$980K Buy
+7,387
New +$961K 0.1% 226
2021
Q1 		– Sell
-6,751
Closed -$771K – 222
2020
Q4 		$771K Buy
+6,751
New +$688K 0.09% 213
2020
Q3 		– Sell
-6,852
Closed -$582K – 123
2020
Q2 		$582K Buy
+6,852
New +$534K 0.11% 169
2020
Q1 		– Sell
-6,568
Closed -$635K – 163
2019
Q4 		$635K Buy
6,568
+844
+15% +$77.9K 0.11% 172
2019
Q3 		$511K Buy
5,724
+564
+11% +$50.9K 0.1% 188
2019
Q2 		$471K Sell
5,160
-70
-1% -$6.29K 0.09% 199
2019
Q1 		$467K Sell
5,230
-1,188
-19% -$105K 0.09% 191
2018
Q4 		$518K Buy
6,418
+26
+0.4% +$2.32K 0.11% 182
2018
Q3 		$645K Buy
6,392
+904
+16% +$90.9K 0.14% 165
2018
Q2 		$519K Sell
5,488
-478
-8% -$43.9K 0.16% 159
2018
Q1 		$519K Buy
5,966
+36
+0.6% +$3.14K 0.11% 168
2017
Q4 		$505K Buy
5,930
+170
+3% +$14.2K 0.11% 173
2017
Q3 		$474K Buy
5,760
+186
+3% +$14.5K 0.11% 181
2017
Q2 		$435K Sell
5,574
-54
-1% -$4.15K 0.11% 178
2017
Q1 		$431K Buy
5,628
+780
+16% +$59.1K 0.11% 179
2016
Q4 		$364K Sell
4,848
-5,092
-51% -$359K 0.1% 183
2016
Q3 		$682K Sell
9,940
-204
-2% -$13.8K 0.19% 134
2016
Q2 		$651K Buy
10,144
+3,044
+43% +$191K 0.18% 139
2016
Q1 		$441K Buy
7,100
+3,592
+102% +$209K 0.12% 160
2015
Q4 		$218K Buy
3,508
+324
+10% +$20.6K 0.06% 235
2015
Q3 		$191K Buy
3,184
+1,960
+160% +$125K 0.05% 238
2015
Q2 		$80K Hold
1,224
– – 0.02% 367
2015
Q1 		$80K Sell
1,224
-82
-6% -$5.14K 0.02% 370
2014
Q4 		$80K Sell
1,306
-396
-23% -$23.2K 0.02% 339
2014
Q3 		$96K Sell
1,702
-24
-1% -$1.4K 0.03% 308
2014
Q2 		$104K Hold
1,726
– – 0.04% 273
2014
Q1 		$103K Hold
1,726
– – 0.04% 259
2013
Q4 		$102K Sell
1,726
-282
-14% -$16.1K 0.06% 208
2013
Q3 		$109K Buy
2,008
+4
+0.2% +$209 0.06% 227
2013
Q2 		$97K Buy
+2,004
New +$95.4K 0.05% 235

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Regal Investment Advisors's IJT Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.4% in Q1 2026, buying an estimated $59.9K and bringing the position to 12,145 shares worth $1.76M. The position accounts for 0.1% of the portfolio, ranked #212.

Regal Investment Advisors first reported a position in IJT in Q2 2013 and has held it in 49 quarters since. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Regal Investment Advisors held 12,145 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.76M as of Q1 2026.
  • Regal Investment Advisors bought 404 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $59.9K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.1% of Regal Investment Advisors's portfolio in Q1 2026, its #212 holding.
  • Regal Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 49 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.