TRIA
IJT icon

Trail Ridge Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Trail Ridge Investment 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 		$2.97M Sell
16,632
-4,747
-22% -$769K 1.25% 19
2026
Q1 		$3.09M Sell
21,379
-44
-0.2% -$6.53K 1.34% 19
2025
Q4 		$3.02M Buy
21,423
+563
+3% +$79.7K 1.3% 19
2025
Q3 		$2.95M Buy
20,860
+188
+0.9% +$25.9K 1.32% 20
2025
Q2 		$2.76M Sell
20,672
-638
-3% -$79.9K 1.33% 20
2025
Q1 		$2.65M Buy
21,310
+304
+1% +$40.7K 1.37% 21
2024
Q4 		$2.84M Buy
21,006
+646
+3% +$91.4K 1.35% 21
2024
Q3 		$2.77M Buy
20,360
+753
+4% +$102K 1.32% 22
2024
Q2 		$2.52M Sell
19,607
-381
-2% -$48.7K 1.3% 22
2024
Q1 		$2.61M Buy
19,988
+556
+3% +$69.4K 1.48% 20
2023
Q4 		$2.43M Buy
19,432
+92
+0.5% +$10.3K 1.49% 19
2023
Q3 		$2.12M Buy
19,340
+144
+0.8% +$16.6K 1.44% 18
2023
Q2 		$2.21M Sell
19,196
-32
-0.2% -$3.5K 1.36% 21
2023
Q1 		$2.11M Sell
19,228
-1,723
-8% -$194K 1.38% 20
2022
Q4 		$2.26M Buy
20,951
+31
+0.1% +$3.41K 1.56% 15
2022
Q3 		$2.42M Buy
20,920
+497
+2% +$55.8K 1.6% 13
2022
Q2 		$2.15M Buy
20,423
+406
+2% +$46K 1.46% 13
2022
Q1 		$2.5M Buy
20,017
+934
+5% +$118K 1.54% 10
2021
Q4 		$2.65M Buy
+19,083
New +$2.6M 1.59% 11

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

Trail Ridge Investment Advisors's IJT Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 22% in Q2 2026, selling an estimated $769K and leaving 16,632 shares worth $2.97M. The position accounts for 1.25% of the portfolio, ranked #19.

Trail Ridge Investment Advisors first reported a position in IJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.09M in Q1 2026. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Trail Ridge Investment Advisors held 16,632 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.97M as of Q2 2026.
  • Trail Ridge Investment Advisors sold 4,747 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $769K.
  • iShares S&P Small-Cap 600 Growth ETF made up 1.25% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Trail Ridge Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Trail Ridge Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.09M in Q1 2026.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.