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Great Valley Advisor Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Great Valley Advisor Group’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
Q1 		$600K Buy
4,149
+15
+0.4% +$2.23K 0.01% 628
2025
Q4 		$583K Sell
4,134
-138
-3% -$19.5K 0.01% 589
2025
Q3 		$605K Sell
4,272
-1,096
-20% -$151K 0.01% 582
2025
Q2 		$714K Sell
5,368
-367
-6% -$46K 0.02% 520
2025
Q1 		$714K Buy
5,735
+739
+15% +$98.8K 0.02% 510
2024
Q4 		$676K Buy
4,996
+1,465
+41% +$207K 0.02% 516
2024
Q3 		$493K Buy
+3,531
New +$476K 0.01% 565
2024
Q2 		– Sell
-1,608
Closed -$211K – 793
2024
Q1 		$211K Sell
1,608
-183
-10% -$22.8K 0.01% 699
2023
Q4 		$224K Sell
1,791
-5,340
-75% -$599K 0.01% 645
2023
Q3 		$782K Buy
7,131
+51
+0.7% +$5.88K 0.03% 354
2023
Q2 		$813K Sell
7,080
-333
-4% -$36.4K 0.03% 344
2023
Q1 		$815K Sell
7,413
-896
-11% -$101K 0.04% 336
2022
Q4 		$898K Buy
8,309
+647
+8% +$71.1K 0.05% 339
2022
Q3 		$779K Sell
7,662
-542
-7% -$60.9K 0.04% 346
2022
Q2 		$864K Buy
8,204
+1,894
+30% +$215K 0.05% 330
2022
Q1 		$838K Buy
6,310
+1,260
+25% +$159K 0.05% 300
2021
Q4 		$698K Sell
5,050
-563
-10% -$76.6K 0.04% 322
2021
Q3 		$729K Buy
5,613
+806
+17% +$106K 0.05% 288
2021
Q2 		$636K Buy
+4,807
New +$626K 0.05% 299
2020
Q1 		– Sell
-7,864
Closed -$760K – 344
2019
Q4 		$760K Sell
7,864
-1,460
-16% -$135K 0.17% 165
2019
Q3 		$831K Sell
9,324
-448
-5% -$40.4K 0.2% 148
2019
Q2 		$892K Sell
9,772
-6,138
-39% -$552K 0.22% 136
2019
Q1 		$1.42M Buy
+15,910
New +$1.41M 0.45% 62

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Great Valley Advisor Group's IJT Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.36% in Q1 2026, buying an estimated $2.23K and bringing the position to 4,149 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #628.

Great Valley Advisor Group first reported a position in IJT in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.42M in Q1 2019. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Great Valley Advisor Group held 4,149 shares of iShares S&P Small-Cap 600 Growth ETF worth $600K as of Q1 2026.
  • Great Valley Advisor Group bought 15 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $2.23K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #628 holding.
  • Great Valley Advisor Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and has held it in 23 quarters since.
  • Great Valley Advisor Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.42M in Q1 2019.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.