Royal Fund Management, LLC IJT — ISHARES TRUST S&P SML 600 GWT ETF

Ownership history in Royal Fund Management, LLC  ·  12 quarters on record

AI Ownership Summary

Royal Fund Management, LLC reported ISHARES TRUST S&P SML 600 GWT ETF (IJT) in 12 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 1.49% in 2024 Q3. The latest visible filing shows IJT at 1.33% 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 Royal Fund Management, LLC's position in ISHARES TRUST S&P SML 600 GWT 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
2026 Q3

IJT was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.49% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 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.

IJT stock page Royal Fund Management, LLC fund profile Royal Fund Management, LLC full holdings
How Royal Fund Management, LLC held IJT — position size vs. price
% of Fund (quarterly)    IJT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 104,432 +96,741 +1257.8% 1.33% $16.7M 2026-10-22 $161.80
2026 Q2 ADDED — — — 7,691 +707 +10.1% 0.11% $1.4M 2026-07-20 $171.41
2026 Q1 ADDED — — — 6,984 +1,380 +24.6% 0.10% $1.0M 2026-05-19 $156.84
2025 Q4 ADDED — — — 5,604 +2,644 +89.3% 0.07% $794K 2026-01-15 $150.19
2025 Q3 REDUCED — — — 2,960 -46 -1.5% 0.05% $421K 2025-10-29 $139.92
2025 Q2 ADDED — — — 3,006 +1,263 +72.5% 0.04% $401K 2025-08-13 $139.06
2025 Q1 REDUCED 99.0% +7.1% ❌ 1,743 -177,156 -99.0% 0.02% $218K 2025-05-14 $127.84
2024 Q3 ADDED — — — 178,899 +123,259 +221.5% 1.49% $25.0M 2024-10-08 $135.01
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IJT

As of 2026 Q3 — sorted by position size

StoryOne LLC 4.16% Clayton Financial Group LLC 4.09% Cottage Street Advisors LLC 3Y 7Y 2.6% Beaumont Financial Advisors, LLC 3Y 2.52% Heartwood Wealth Advisors LLC 3Y 2.49% Lee Financial Co 3Y 7Y 2.21% First Citizens Financial Corp 3Y 2.21% Ifrah Financial Services, Inc. 3Y 7Y 2.0% Baring Financial LLC 1.99% Independence Financial Advisors, LLC 1.85%

FAQ About Royal Fund Management, 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 Royal Fund Management, LLC reported owning IJT?

Royal Fund Management, LLC reported IJT across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported IJT position in Royal Fund Management, LLC's portfolio?

The largest reported portfolio weight for IJT was 1.49% in 2024 Q3.

What is the latest reported IJT position on this page?

The most recent filing on this page is 2026 Q3, when Royal Fund Management, LLC reported 104,432 shares, equal to 1.33% of portfolio, with an estimated market value of $16.7M.

What does the chart on this IJT ownership page compare?

The chart compares Royal Fund Management, 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.

How well did Royal Fund Management, LLC time their IJT position?

Based on 13F filing dates vs. subsequent IJT price moves, Royal Fund Management, LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on IJT relative to SPY over the holding period was -7.0%.

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