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

Synergy Investment 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 		$3.93K Hold
22
– – ﹤0.01% 802
2026
Q1 		$3.18K Buy
+22
New +$3.26K ﹤0.01% 642
2025
Q1 		– Sell
-781
Closed -$106K – 627
2024
Q4 		$106K Buy
+781
New +$111K 0.05% 171

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

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

Synergy Investment Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 22 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Synergy Investment Management first reported a position in IJT in Q4 2024 and has held it in 3 quarters since. The position peaked at $106K in Q4 2024. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Synergy Investment Management held 22 shares of iShares S&P Small-Cap 600 Growth ETF worth $3.93K as of Q2 2026.
  • Synergy Investment 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 ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #802 holding.
  • Synergy Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $106K in Q4 2024.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.