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Royal Fund Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Royal Fund Management’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 		$1.37M Buy
7,691
+707
+10% +$115K 0.11% 169
2026
Q1 		$1.01M Buy
6,984
+1,380
+25% +$205K 0.1% 177
2025
Q4 		$794K Buy
5,604
+2,644
+89% +$374K 0.07% 193
2025
Q3 		$421K Sell
2,960
-46
-2% -$6.35K 0.05% 198
2025
Q2 		$401K Buy
3,006
+1,263
+72% +$158K 0.04% 241
2025
Q1 		$218K Buy
+1,743
New +$233K 0.02% 276
2024
Q4 		– Sell
-178,899
Closed -$25M – 317
2024
Q3 		$25M Buy
+178,899
New +$24.1M 1.49% 14
2021
Q4 		– Sell
-55,640
Closed -$7.24M – 197
2021
Q3 		$7.24M Sell
55,640
-22,961
-29% -$3.03M 1.05% 30
2021
Q2 		$10.4M Buy
78,601
+2,950
+4% +$384K 1.73% 13
2021
Q1 		$9.7M Buy
75,651
+73,557
+3,513% +$9.35M 1.77% 13
2020
Q4 		$239K Buy
+2,094
New +$213K 0.05% 149
2019
Q1 		– Sell
-50
Closed -$4K – 626
2018
Q4 		$4K Buy
+50
New +$4.45K ﹤0.01% 430
2018
Q3 		– Sell
-22
Closed -$2K – 583
2018
Q2 		$2K Buy
+22
New +$2.02K ﹤0.01% 478
2018
Q1 		– Sell
-2,292
Closed -$194K – 601
2017
Q4 		$194K Buy
+2,292
New +$192K 0.07% 120
2017
Q2 		– Sell
-256
Closed -$19K – 477
2017
Q1 		$19K Buy
+256
New +$19.4K 0.01% 219

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
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 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

Royal Fund Management's IJT Position: Q2 2026 in Review

Royal Fund Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 10% in Q2 2026, buying an estimated $115K and bringing the position to 7,691 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #169.

Royal Fund Management first reported a position in IJT in Q1 2017 and has held it in 15 quarters since. The position peaked at $25M in Q3 2024. 388 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Royal Fund Management held 7,691 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.37M as of Q2 2026.
  • Royal Fund Management bought 707 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $115K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.11% of Royal Fund Management's portfolio in Q2 2026, its #169 holding.
  • Royal Fund Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2017 and has held it in 15 quarters since.
  • Royal Fund Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $25M in Q3 2024.
  • 388 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.