Richardson Financial Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Richardson Financial Services’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	$40K	Hold	224	–	–	0.02%	343
2026 Q1	$32.4K	Hold	224	–	–	0.02%	367
2025 Q4	$31.6K	Hold	224	–	–	0.01%	348
2025 Q3	$31.7K	Hold	224	–	–	0.02%	325
2025 Q2	$30K	Hold	224	–	–	0.02%	301
2025 Q1	$27.9K	Hold	224	–	–	0.02%	296
2024 Q4	$30.4K	Hold	224	–	–	0.02%	300
2024 Q3	$28.8K	Hold	224	–	–	0.02%	309
2024 Q2	$28.8K	Hold	224	–	–	0.02%	296
2024 Q1	$29.3K	Hold	224	–	–	0.02%	304
2023 Q4	$28K	Buy	+224	New	+$25.1K	0.02%	255

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Richardson Financial Services's IJT Position: Q2 2026 in Review

Richardson Financial Services held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 224 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #343.

Richardson Financial Services first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Richardson Financial Services held 224 shares of iShares S&P Small-Cap 600 Growth ETF worth $40K as of Q2 2026.
Richardson Financial Services left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #343 holding.
Richardson Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.