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Richards, Merrill & Peterson’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Richards, Merrill & Peterson’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
Q2 		$952K Sell
5,330
-135
-2% -$21.9K 0.3% 85
2026
Q1 		$791K Sell
5,465
-680
-11% -$101K 0.29% 89
2025
Q4 		$867K Sell
6,145
-100
-2% -$14.2K 0.33% 81
2025
Q3 		$884K Sell
6,245
-1,297
-17% -$179K 0.38% 75
2025
Q2 		$1M Sell
7,542
-1,688
-18% -$211K 0.48% 57
2025
Q1 		$1.15M Buy
9,230
+100
+1% +$13.4K 0.6% 46
2024
Q4 		$1.24M Buy
+9,130
New +$1.29M 0.65% 41

Other funds holding IJT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Richards, Merrill & Peterson's IJT Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.5% in Q2 2026, selling an estimated $21.9K and leaving 5,330 shares worth $952K. The position accounts for 0.3% of the portfolio, ranked #85.

Richards, Merrill & Peterson first reported a position in IJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2024. 370 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Richards, Merrill & Peterson held 5,330 shares of iShares S&P Small-Cap 600 Growth ETF worth $952K as of Q2 2026.
  • Richards, Merrill & Peterson sold 135 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $21.9K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.3% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #85 holding.
  • Richards, Merrill & Peterson first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.24M in Q4 2024.
  • 370 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.