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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
Q2 		$702K Sell
3,933
-216
-5% -$35K 0.01% 620
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 $1.89T 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

Great Valley Advisor Group's IJT Position: Q2 2026 in Review

Great Valley Advisor Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5.2% in Q2 2026, selling an estimated $35K and leaving 3,933 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #620.

Great Valley Advisor Group first reported a position in IJT in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.42M in Q1 2019. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Great Valley Advisor Group held 3,933 shares of iShares S&P Small-Cap 600 Growth ETF worth $702K as of Q2 2026.
  • Great Valley Advisor Group sold 216 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $35K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #620 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 24 quarters since.
  • Great Valley Advisor Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.42M in Q1 2019.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.