Root Financial Partners
IJT icon

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
Q3 		$82.6K Buy
+515
New +$88.2K ﹤0.01% 837
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's IJT Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2026: 515 shares worth $82.6K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IJT as recently as Q1 2026.

Root Financial Partners first reported a position in IJT in Q3 2025 and has held it in 4 quarters since. 741 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Root Financial Partners held 515 shares of iShares S&P Small-Cap 600 Growth ETF worth $82.6K as of Q3 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new Root Financial Partners position in Q3 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #837 holding.
  • Root Financial Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 741 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.