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JVL Associates’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

JVL Associates’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 		$644K Buy
3,605
+345
+11% +$55.9K 0.18% 43
2026
Q1 		$472K Hold
3,260
– – 0.16% 45
2025
Q4 		$460K Buy
+3,260
New +$461K 0.15% 45

Other funds holding IJT

M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

JVL Associates's IJT Position: Q2 2026 in Review

JVL Associates increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 11% in Q2 2026, buying an estimated $55.9K and bringing the position to 3,605 shares worth $644K. The position accounts for 0.18% of the portfolio, ranked #43.

JVL Associates first reported a position in IJT in Q4 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • JVL Associates held 3,605 shares of iShares S&P Small-Cap 600 Growth ETF worth $644K as of Q2 2026.
  • JVL Associates bought 345 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $55.9K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.18% of JVL Associates's portfolio in Q2 2026, its #43 holding.
  • JVL Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.