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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ruggaard & Associates's IJT Position: Q1 2026 in Review

Ruggaard & Associates reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 4.6% in Q1 2026, selling an estimated $59.3K and leaving 8,212 shares worth $1.19M. The position accounts for 0.47% of the portfolio, ranked #31.

Ruggaard & Associates first reported a position in IJT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q3 2024. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Ruggaard & Associates held 8,212 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.19M as of Q1 2026.
Ruggaard & Associates sold 400 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $59.3K.
iShares S&P Small-Cap 600 Growth ETF made up 0.47% of Ruggaard & Associates's portfolio in Q1 2026, its #31 holding.
Ruggaard & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.55M in Q3 2024.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.