JVL Associates
IJT icon

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
Q3 		$578K Hold
3,605
– – 0.17% 45
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

Fidelity Investments
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JVL Associates's IJT Position: Q3 2026 in Review

JVL Associates held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2026 at 3,605 shares worth $578K. The position accounts for 0.17% of the portfolio, ranked #45.

JVL Associates first reported a position in IJT in Q4 2025 and has held it in 4 quarters since. The position peaked at $644K in Q2 2026. 659 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • JVL Associates held 3,605 shares of iShares S&P Small-Cap 600 Growth ETF worth $578K as of Q3 2026.
  • JVL Associates left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.17% of JVL Associates's portfolio in Q3 2026, its #45 holding.
  • JVL Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • JVL Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $644K in Q2 2026.
  • 659 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.