Riggs Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Riggs Asset Management’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 Q3	–	Sell	-856	Closed	-$114K	–	445
2025 Q2	$114K	Sell	856 -329	-28%	-$41.2K	0.03%	121
2025 Q1	$148K	Sell	1,185 -378	-24%	-$50.6K	0.04%	113
2024 Q4	$212K	Sell	1,563 -62,146	-98%	-$8.79M	0.06%	92
2024 Q3	$8.89M	Buy	+63,709	New	+$8.59M	2.43%	10
2021 Q1	–	Sell	-18	Closed	-$2K	–	288
2020 Q4	$2K	Buy	+18	New	+$1.83K	﹤0.01%	250
2014 Q2	–	Sell	-30,674	Closed	-$1.82M	–	56
2014 Q1	$1.82M	Hold	30,674	–	–	1.19%	28
2013 Q4	$1.82M	Buy	+30,674	New	+$1.75M	0.99%	27

Other funds holding IJT

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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