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

Rise 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
2025 Q4	–	Sell	-159	Closed	-$22.5K	–	731
2025 Q3	$22.5K	Sell	159 -52	-25%	-$7.18K	0.01%	514
2025 Q2	$28K	Sell	211 -156	-43%	-$19.5K	0.01%	368
2025 Q1	$45.7K	Buy	367 +1	+0.3%	+$134	0.02%	241
2024 Q4	$49.6K	Buy	366 +1	+0.3%	+$141	0.02%	232
2024 Q3	$50.9K	Buy	365 +1	+0.3%	+$135	0.02%	236
2024 Q2	$46.7K	Buy	364 +1	+0.3%	+$128	0.02%	245
2024 Q1	$47.4K	Buy	363 +1	+0.3%	+$125	0.03%	242
2023 Q4	$45.3K	Buy	362 +2	+0.6%	+$224	0.03%	168
2023 Q3	$39.5K	Sell	360 -56	-13%	-$6.46K	0.03%	159
2023 Q2	$47.8K	Buy	416 +1	+0.2%	+$109	0.04%	150
2023 Q1	$45.6K	Buy	415 +1	+0.2%	+$113	0.03%	159
2022 Q4	$44.7K	Buy	414 +2	+0.5%	+$220	0.04%	163
2022 Q3	$42K	Buy	412 +1	+0.2%	+$112	0.03%	169
2022 Q2	$43K	Buy	411 +56	+16%	+$6.35K	0.04%	154
2022 Q1	$44K	Buy	355 +1	+0.3%	+$126	0.04%	159
2021 Q4	$49.2K	Buy	+354	New	+$48.2K	0.05%	150

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

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

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

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Rise Advisors's IJT Position: Q4 2025 in Review

Rise Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2025, closing a stake of 159 shares — an estimated $22.5K sold.

Rise Advisors first reported a position in IJT in Q4 2021 and held it in 16 quarters. The position peaked at $50.9K in Q3 2024. 771 funds tracked by Wall St. Rank hold IJT as of Q4 2025.

Rise Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 159 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2025, an estimated $22.5K.
Rise Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $50.9K in Q3 2024.
771 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.