Level Four Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Level Four Advisory Services’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	$7.58M	Sell	42,440 -82	-0.2%	-$13.3K	0.21%	121
2026 Q1	$6.15M	Hold	42,522	–	–	0.2%	146
2025 Q4	$6M	Hold	42,522	–	–	0.2%	140
2025 Q3	$6.02M	Sell	42,522 -28	-0.1%	-$3.86K	0.21%	133
2025 Q2	$5.66M	Hold	42,550	–	–	0.21%	138
2025 Q1	$5.3M	Buy	42,550 +166	+0.4%	+$22.2K	0.22%	142
2024 Q4	$5.74M	Sell	42,384 -4,652	-10%	-$658K	0.23%	114
2024 Q3	$6.33M	Buy	47,036 +4,055	+9%	+$547K	0.27%	103
2024 Q2	$5.52M	Buy	42,981 +1,199	+3%	+$153K	0.25%	111
2024 Q1	$5.23M	Hold	41,782	–	–	0.29%	81
2023 Q4	$5.23M	Sell	41,782 -180	-0.4%	-$20.2K	0.29%	76
2023 Q3	$4.6M	Sell	41,962 -3,392	-7%	-$391K	0.3%	82
2023 Q2	$5.21M	Hold	45,354	–	–	0.31%	72
2023 Q1	$4.99M	Buy	45,354 +628	+1%	+$70.8K	0.33%	62
2022 Q4	$4.83M	Buy	44,726 +36	+0.1%	+$3.96K	0.36%	65
2022 Q3	$4.54M	Sell	44,690 -142	-0.3%	-$15.9K	0.44%	48
2022 Q2	$4.72M	Hold	44,832	–	–	0.45%	52
2022 Q1	$5.61M	Sell	44,832 -240	-0.5%	-$30.3K	0.44%	52
2021 Q4	$6.26M	Buy	45,072 +87	+0.2%	+$11.8K	0.48%	44
2021 Q3	$5.85M	Buy	44,985 +2,549	+6%	+$336K	0.61%	31
2021 Q2	$5.63M	Sell	42,436 -152	-0.4%	-$19.8K	0.39%	54
2021 Q1	$5.46M	Sell	42,588 -2,786	-6%	-$354K	0.42%	47
2020 Q4	$5.18M	Sell	45,374 -1,328	-3%	-$135K	0.42%	54
2020 Q3	$4.12M	Sell	46,702 -312	-0.7%	-$27.9K	0.32%	72
2020 Q2	$3.99M	Buy	47,014 +240	+0.5%	+$18.7K	0.31%	77
2020 Q1	$3.23M	Sell	46,774 -10,220	-18%	-$902K	0.39%	56
2019 Q4	$6.04M	Sell	56,994 -1,582	-3%	-$146K	0.24%	127
2019 Q3	$5.22M	Sell	58,576 -958	-2%	-$86.5K	0.54%	36
2019 Q2	$5.43M	Sell	59,534 -12,932	-18%	-$1.16M	0.55%	38
2019 Q1	$6.47M	Sell	72,466 -538	-0.7%	-$47.5K	0.71%	24
2018 Q4	$5.89M	Buy	73,004 +1,456	+2%	+$130K	0.73%	26
2018 Q3	$7.22M	Sell	71,548 -58,672	-45%	-$5.9M	0.78%	20
2018 Q2	$12.3M	Buy	130,220 +1,538	+1%	+$141K	0.9%	18
2018 Q1	$11.2M	Sell	128,682 -10,336	-7%	-$901K	0.87%	17
2017 Q4	$11.8M	Buy	139,018 +4,282	+3%	+$358K	0.92%	17
2017 Q3	$11.1M	Buy	134,736 +52,864	+65%	+$4.12M	0.98%	16
2017 Q2	$6.09M	Sell	81,872 -61,330	-43%	-$4.72M	0.94%	24
2017 Q1	$10.8M	Buy	143,202 +5,984	+4%	+$454K	1.1%	16
2016 Q4	$10.3M	Buy	+137,218	New	+$9.68M	1.31%	15

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Level Four Advisory Services's IJT Position: Q2 2026 in Review

Level Four Advisory Services reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.19% in Q2 2026, selling an estimated $13.3K and leaving 42,440 shares worth $7.58M. The position accounts for 0.21% of the portfolio, ranked #121.

Level Four Advisory Services first reported a position in IJT in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.3M in Q2 2018. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Level Four Advisory Services held 42,440 shares of iShares S&P Small-Cap 600 Growth ETF worth $7.58M as of Q2 2026.
Level Four Advisory Services sold 82 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $13.3K.
iShares S&P Small-Cap 600 Growth ETF made up 0.21% of Level Four Advisory Services's portfolio in Q2 2026, its #121 holding.
Level Four Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and has held it in 39 quarters since.
Level Four Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $12.3M in Q2 2018.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.