Roble Belko & Company’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Roble Belko & Company’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 Q1	$511K	Hold	3,530	–	–	0.07%	81
2025 Q4	$498K	Hold	3,530	–	–	0.07%	83
2025 Q3	$499K	Sell	3,530 -1,108	-24%	-$153K	0.07%	77
2025 Q2	$617K	Buy	4,638 +3,218	+227%	+$403K	0.09%	71
2025 Q1	$177K	Hold	1,420	–	–	0.03%	109
2024 Q4	$192K	Hold	1,420	–	–	0.03%	105
2024 Q3	$198K	Hold	1,420	–	–	0.03%	104
2024 Q2	$182K	Hold	1,420	–	–	0.03%	107
2024 Q1	$186K	Hold	1,420	–	–	0.03%	103
2023 Q4	$178K	Hold	1,420	–	–	0.03%	97
2023 Q3	$156K	Hold	1,420	–	–	0.03%	99
2023 Q2	$163K	Hold	1,420	–	–	0.03%	97
2023 Q1	$156K	Hold	1,420	–	–	0.03%	106
2022 Q4	$153K	Hold	1,420	–	–	0.03%	105
2022 Q3	$144K	Hold	1,420	–	–	0.04%	105
2022 Q2	$150K	Hold	1,420	–	–	0.03%	107
2022 Q1	$178K	Sell	1,420 -239	-14%	-$30.1K	0.03%	111
2021 Q4	$230K	Hold	1,659	–	–	0.04%	96
2021 Q3	$216K	Hold	1,659	–	–	0.04%	89
2021 Q2	$220K	Buy	1,659 +239	+17%	+$31.1K	0.05%	95
2021 Q1	$182K	Hold	1,420	–	–	0.04%	99
2020 Q4	$162K	Hold	1,420	–	–	0.04%	93
2020 Q3	$125K	Hold	1,420	–	–	0.04%	100
2020 Q2	$121K	Hold	1,420	–	–	0.04%	102
2020 Q1	$98K	Hold	1,420	–	–	0.03%	115
2019 Q4	$137K	Hold	1,420	–	–	0.04%	115
2019 Q3	$127K	Hold	1,420	–	–	0.04%	110
2019 Q2	$130K	Hold	1,420	–	–	0.04%	106
2019 Q1	$127K	Hold	1,420	–	–	0.04%	89
2018 Q4	$115K	Hold	1,420	–	–	0.04%	86
2018 Q3	$143K	Hold	1,420	–	–	0.05%	68
2018 Q2	$134K	Hold	1,420	–	–	0.05%	70
2018 Q1	$123K	Hold	1,420	–	–	0.05%	74
2017 Q4	$121K	Hold	1,420	–	–	0.05%	71
2017 Q3	$117K	Hold	1,420	–	–	0.05%	67
2017 Q2	$111K	Hold	1,420	–	–	0.05%	66
2017 Q1	$109K	Hold	1,420	–	–	0.05%	69
2016 Q4	$107K	Hold	1,420	–	–	0.06%	69
2016 Q3	$97K	Hold	1,420	–	–	0.05%	75
2016 Q2	$91K	Hold	1,420	–	–	0.05%	80
2016 Q1	$88K	Hold	1,420	–	–	0.05%	72
2015 Q4	$88K	Hold	1,420	–	–	0.05%	65
2015 Q3	$85K	Sell	1,420 -940	-40%	-$60.1K	0.05%	71
2015 Q2	$155K	Hold	2,360	–	–	0.09%	59
2015 Q1	$154K	Buy	+2,360	New	+$148K	0.09%	56

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Roble Belko & Company's IJT Position: Q1 2026 in Review

Roble Belko & Company held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 3,530 shares worth $511K. The position accounts for 0.07% of the portfolio, ranked #81.

Roble Belko & Company first reported a position in IJT in Q1 2015 and has held it in 45 quarters since. The position peaked at $617K in Q2 2025. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Roble Belko & Company held 3,530 shares of iShares S&P Small-Cap 600 Growth ETF worth $511K as of Q1 2026.
Roble Belko & Company left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.07% of Roble Belko & Company's portfolio in Q1 2026, its #81 holding.
Roble Belko & Company first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's iShares S&P Small-Cap 600 Growth ETF position peaked at $617K in Q2 2025.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.