IJT β€” ISHARES S&P SMALL-CAP 600 GROWTH ETF

Ownership history in Rise Advisors, LLC  Β·  16 quarters on record

AI Ownership Summary

Rise Advisors, LLC reported ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows IJT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rise Advisors, LLC's position in ISHARES S&P SMALL-CAP 600 GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IJT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rise Advisors, LLC held IJT β€” position size vs. price
% of Fund (quarterly)    IJT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 159 -52 -24.6% 0.01% $22K 2025-10-08 $141.27
2025 Q2 REDUCED 211 -156 -42.5% 0.01% $28K 2025-07-08 $134.00
2025 Q1 ADDED 367 +1 +0.3% 0.02% $46K 2025-05-15 $129.18
2024 Q4 ADDED 366 +1 +0.3% 0.02% $50K 2025-01-07 $134.77
2024 Q3 ADDED 365 +1 +0.3% 0.02% $51K 2024-10-11 $137.04
2024 Q2 ADDED 364 +1 +0.3% 0.02% $47K 2024-07-09 $125.13
2024 Q1 ADDED 363 +1 +0.3% 0.03% $47K 2024-04-09 $126.80
2023 Q4 ADDED 362 +2 +0.6% 0.03% $45K 2024-01-10 $119.17
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Rise Advisors, LLC and IJT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rise Advisors, LLC reported owning IJT?

Rise Advisors, LLC reported IJT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IJT position in Rise Advisors, LLC's portfolio?

The largest reported portfolio weight for IJT was 0.03% in 2023 Q4.

What is the latest reported IJT position on this page?

The most recent filing on this page is 2025 Q3, when Rise Advisors, LLC reported 159 shares, equal to 0.01% of portfolio, with an estimated market value of $22K.

What does the chart on this IJT ownership page compare?

The chart compares Rise Advisors, LLC's quarterly IJT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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