Ritter Daniher Financial Advisory’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Ritter Daniher Financial Advisory’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	$1.81M	Sell	10,132 -332	-3%	-$53.8K	0.28%	39
2026 Q1	$1.51M	Sell	10,464 -263	-2%	-$39K	0.26%	44
2025 Q4	$1.51M	Buy	10,727 +1,103	+11%	+$156K	0.25%	48
2025 Q3	$1.36M	Sell	9,624 -757	-7%	-$104K	0.24%	51
2025 Q2	$1.38M	Buy	10,381 +519	+5%	+$65K	0.34%	27
2025 Q1	$1.23M	Sell	9,862 -25	-0.3%	-$3.34K	0.33%	27
2024 Q4	$1.34M	Sell	9,887 -355	-3%	-$50.2K	0.38%	26
2024 Q3	$1.43M	Buy	10,242 +107	+1%	+$14.4K	0.42%	23
2024 Q2	$1.3M	Hold	10,135	–	–	0.41%	22
2024 Q1	$1.32M	Buy	10,135 +903	+10%	+$113K	0.44%	21
2023 Q4	$1.16M	Buy	9,232 +3,085	+50%	+$346K	0.43%	19
2023 Q3	$674K	Sell	6,147 -251	-4%	-$29K	0.28%	35
2023 Q2	$735K	Sell	6,398 -1,817	-22%	-$198K	0.3%	31
2023 Q1	$903K	Sell	8,215 -1,295	-14%	-$146K	0.4%	24
2022 Q4	$1.03M	Buy	9,510 +1,223	+15%	+$134K	0.49%	20
2022 Q3	$843K	Buy	8,287 +2,860	+53%	+$321K	0.6%	23
2022 Q2	$572K	Buy	5,427 +4,355	+406%	+$494K	0.41%	27
2022 Q1	$134K	Buy	1,072 +46	+4%	+$5.8K	0.09%	75
2021 Q4	$142K	Hold	1,026	–	–	0.09%	73
2021 Q3	$133K	Hold	1,026	–	–	0.1%	72
2021 Q2	$136K	Hold	1,026	–	–	0.1%	68
2021 Q1	$132K	Sell	1,026 -526	-34%	-$66.8K	0.11%	64
2020 Q4	$177K	Buy	+1,552	New	+$158K	0.15%	54

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

Ritter Daniher Financial Advisory's IJT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.2% in Q2 2026, selling an estimated $53.8K and leaving 10,132 shares worth $1.81M. The position accounts for 0.28% of the portfolio, ranked #39.

Ritter Daniher Financial Advisory first reported a position in IJT in Q4 2020 and has held it in 23 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Ritter Daniher Financial Advisory held 10,132 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.81M as of Q2 2026.
Ritter Daniher Financial Advisory sold 332 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $53.8K.
iShares S&P Small-Cap 600 Growth ETF made up 0.28% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #39 holding.
Ritter Daniher Financial Advisory first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 23 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.