RFA
IJT icon

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

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $181M AUM 20.14% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM