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

Richmond Investment 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 		– Sell
-1,784
Closed -$258K – 193
2026
Q1 		$258K Buy
1,784
+1
+0.1% +$148 0.04% 224
2025
Q4 		$252K Buy
1,783
+2
+0.1% +$283 0.04% 204
2025
Q3 		$252K Sell
1,781
-158
-8% -$21.8K 0.05% 196
2025
Q2 		$258K Buy
+1,939
New +$243K 0.05% 180

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Richmond Investment Services's IJT Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026, closing a stake of 1,784 shares — an estimated $258K sold.

Richmond Investment Services first reported a position in IJT in Q2 2025 and held it in 4 quarters. The position peaked at $258K in Q1 2026. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Richmond Investment Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 1,784 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $258K.
  • Richmond Investment Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $258K in Q1 2026.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.