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

RTD Financial Advisors’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 		$15.8M Sell
88,653
-6,270
-7% -$1.02M 1.73% 17
2026
Q1 		$13.7M Sell
94,923
-4,924
-5% -$731K 1.69% 19
2025
Q4 		$14.1M Sell
99,847
-3,464
-3% -$490K 1.72% 19
2025
Q3 		$14.6M Buy
103,311
+3,847
+4% +$531K 1.76% 17
2025
Q2 		$13.2M Sell
99,464
-2,380
-2% -$298K 1.69% 18
2025
Q1 		$12.7M Sell
101,844
-1,138
-1% -$152K 1.7% 18
2024
Q4 		$13.9M Buy
102,982
+1,653
+2% +$234K 1.79% 15
2024
Q3 		$14.1M Buy
101,329
+795
+0.8% +$107K 1.79% 16
2024
Q2 		$12.9M Buy
100,534
+61
+0.1% +$7.8K 1.74% 15
2024
Q1 		$13.1M Buy
100,473
+1,582
+2% +$197K 1.77% 15
2023
Q4 		$12.4M Buy
98,891
+64
+0.1% +$7.18K 1.74% 15
2023
Q3 		$10.8M Buy
98,827
+1,179
+1% +$136K 1.66% 17
2023
Q2 		$11.2M Buy
97,648
+3,646
+4% +$398K 1.63% 18
2023
Q1 		$10.3M Buy
94,002
+3,382
+4% +$381K 1.6% 19
2022
Q4 		$9.79M Buy
90,620
+3,863
+4% +$425K 1.6% 20
2022
Q3 		$8.82M Sell
86,757
-4,441
-5% -$499K 1.62% 17
2022
Q2 		$9.61M Buy
91,198
+2,510
+3% +$285K 1.47% 22
2022
Q1 		$11.1M Buy
88,688
+4,641
+6% +$585K 1.5% 19
2021
Q4 		$11.7M Buy
+84,047
New +$11.4M 1.53% 18

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RTD Financial Advisors's IJT Position: Q2 2026 in Review

RTD Financial Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6.6% in Q2 2026, selling an estimated $1.02M and leaving 88,653 shares worth $15.8M. The position accounts for 1.73% of the portfolio, ranked #17.

RTD Financial Advisors first reported a position in IJT in Q4 2021 and has held it in 19 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • RTD Financial Advisors held 88,653 shares of iShares S&P Small-Cap 600 Growth ETF worth $15.8M as of Q2 2026.
  • RTD Financial Advisors sold 6,270 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $1.02M.
  • iShares S&P Small-Cap 600 Growth ETF made up 1.73% of RTD Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • RTD Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.