Ruggaard & Associates’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Ruggaard & Associates’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	$1.47M	Hold	8,212	–	–	0.53%	34
2026 Q1	$1.19M	Sell	8,212 -400	-5%	-$59.3K	0.47%	31
2025 Q4	$1.22M	Hold	8,612	–	–	0.48%	30
2025 Q3	$1.22M	Hold	8,612	–	–	0.46%	31
2025 Q2	$1.15M	Sell	8,612 -2,268	-21%	-$284K	0.46%	30
2025 Q1	$1.35M	Hold	10,880	–	–	0.59%	22
2024 Q4	$1.47M	Sell	10,880 -200	-2%	-$28.3K	0.65%	20
2024 Q3	$1.55M	Hold	11,080	–	–	0.67%	19
2024 Q2	$1.42M	Hold	11,080	–	–	0.66%	21
2024 Q1	$1.45M	Sell	11,080 -59	-0.5%	-$7.36K	0.69%	20
2023 Q4	$1.39M	Sell	11,139 -857	-7%	-$96.1K	0.74%	20
2023 Q3	$1.32M	Sell	11,996 -4	-0%	-$461	0.78%	20
2023 Q2	$1.38M	Hold	12,000	–	–	0.81%	17
2023 Q1	$1.32M	Buy	+12,000	New	+$1.35M	0.81%	17

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates's IJT Position: Q2 2026 in Review

Ruggaard & Associates held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 8,212 shares worth $1.47M. The position accounts for 0.53% of the portfolio, ranked #34.

Ruggaard & Associates first reported a position in IJT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.55M in Q3 2024. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Ruggaard & Associates held 8,212 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.47M as of Q2 2026.
Ruggaard & Associates left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.53% of Ruggaard & Associates's portfolio in Q2 2026, its #34 holding.
Ruggaard & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Ruggaard & Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.55M in Q3 2024.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.