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Root Financial Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Root Financial Partners’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
-352
Closed -$50.9K – 1745
2026
Q1 		$50.9K Sell
352
-89
-20% -$13.2K ﹤0.01% 868
2025
Q4 		$62.3K Sell
441
-5
-1% -$708 ﹤0.01% 633
2025
Q3 		$63.1K Buy
+446
New +$61.6K ﹤0.01% 587

Other funds holding IJT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Root Financial Partners's IJT Position: Q2 2026 in Review

Root Financial Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026, closing a stake of 352 shares — an estimated $50.9K sold.

Root Financial Partners first reported a position in IJT in Q3 2025 and held it in 3 quarters. The position peaked at $63.1K in Q3 2025. 351 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Root Financial Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 352 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $50.9K.
  • Root Financial Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $63.1K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.