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

Synergy Asset 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	$281K	Hold	1,571	–	–	0.03%	222
2026 Q1	$227K	Hold	1,571	–	–	0.02%	229
2025 Q4	$222K	Sell	1,571 -3,142	-67%	-$445K	0.02%	209
2025 Q3	$640K	Buy	4,713 +3,142	+200%	+$434K	0.02%	194
2025 Q2	$209K	Buy	+1,571	New	+$197K	0.02%	175
2025 Q1	–	Sell	-3,142	Closed	-$432K	–	434
2024 Q4	$432K	Buy	3,142 +1,571	+100%	+$222K	0.03%	159
2024 Q3	$219K	Hold	1,571	–	–	0.03%	126
2024 Q2	$202K	Hold	1,571	–	–	0.03%	133
2024 Q1	$205K	Buy	+1,571	New	+$196K	0.03%	120

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

Synergy Asset Management's IJT Position: Q2 2026 in Review

Synergy Asset Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,571 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #222.

Synergy Asset Management first reported a position in IJT in Q1 2024 and has held it in 9 quarters since. The position peaked at $640K in Q3 2025. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Synergy Asset Management held 1,571 shares of iShares S&P Small-Cap 600 Growth ETF worth $281K as of Q2 2026.
Synergy Asset Management 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 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #222 holding.
Synergy Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Synergy Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $640K in Q3 2025.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.