MV Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

MV Capital Management’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	$166K	Hold	928	–	–	0.01%	219
2026 Q1	$134K	Hold	928	–	–	0.01%	222
2025 Q4	$131K	Sell	928 -71	-7%	-$10K	0.01%	223
2025 Q3	$141K	Hold	999	–	–	0.01%	212
2025 Q2	$133K	Sell	999 -173	-15%	-$21.7K	0.01%	214
2025 Q1	$146K	Sell	1,172 -263	-18%	-$35.2K	0.02%	198
2024 Q4	$194K	Hold	1,435	–	–	0.02%	170
2024 Q3	$200K	Hold	1,435	–	–	0.02%	175
2024 Q2	$184K	Hold	1,435	–	–	0.02%	180
2024 Q1	$188K	Hold	1,435	–	–	0.02%	176
2023 Q4	$180K	Buy	1,435 +242	+20%	+$27.1K	0.02%	167
2023 Q3	$131K	Buy	1,193 +41	+4%	+$4.73K	0.02%	178
2023 Q2	$132K	Sell	1,152 -1,888	-62%	-$206K	0.02%	182
2023 Q1	$334K	Buy	3,040 +2,844	+1,451%	+$321K	0.05%	124
2022 Q4	$21.2K	Sell	196 -197	-50%	-$21.7K	﹤0.01%	335
2022 Q3	$40K	Buy	393 +140	+55%	+$15.7K	0.01%	245
2022 Q2	$27K	Hold	253	–	–	﹤0.01%	282
2022 Q1	$32K	Buy	253 +159	+169%	+$20K	﹤0.01%	267
2021 Q4	$13K	Hold	94	–	–	﹤0.01%	389
2021 Q3	$12K	Buy	94 +38	+68%	+$5.01K	﹤0.01%	392
2021 Q2	$7K	Hold	56	–	–	﹤0.01%	434
2021 Q1	$7K	Hold	56	–	–	﹤0.01%	266
2020 Q4	$6K	Buy	+56	New	+$5.71K	﹤0.01%	265
2020 Q2	–	Sell	-37,146	Closed	-$2.56M	–	326
2020 Q1	$2.56M	Sell	37,146 -1,254	-3%	-$111K	0.67%	25
2019 Q4	$3.71M	Buy	38,400 +614	+2%	+$56.7K	0.8%	29
2019 Q3	$3.37M	Buy	37,786 +428	+1%	+$38.6K	0.77%	28
2019 Q2	$3.41M	Buy	37,358 +978	+3%	+$87.9K	0.79%	29
2019 Q1	$3.25M	Sell	36,380 -1,716	-5%	-$152K	0.78%	27
2018 Q4	$3.07M	Sell	38,096 -624	-2%	-$55.6K	0.86%	23
2018 Q3	$3.91M	Sell	38,720 -10,402	-21%	-$1.05M	0.97%	22
2018 Q2	$4.64M	Sell	49,122 -946	-2%	-$86.8K	1.2%	21
2018 Q1	$4.35M	Buy	50,068 +9,518	+23%	+$829K	1.15%	23
2017 Q4	$3.45M	Sell	40,550 -424	-1%	-$35.5K	0.94%	26
2017 Q3	$3.37M	Buy	40,974 +1,836	+5%	+$143K	0.95%	26
2017 Q2	$3.05M	Buy	39,138 +1,978	+5%	+$152K	0.9%	26
2017 Q1	$2.84M	Sell	37,160 -996	-3%	-$75.5K	0.89%	25
2016 Q4	$2.86M	Buy	38,156 +3,270	+9%	+$231K	1.03%	20
2016 Q3	$2.39M	Buy	34,886 +7,500	+27%	+$506K	0.87%	20
2016 Q2	$1.76M	Buy	27,386 +466	+2%	+$29.3K	0.64%	23
2016 Q1	$1.67M	Sell	26,920 -52,704	-66%	-$3.07M	0.68%	20
2015 Q4	$4.95M	Buy	79,624 +16,468	+26%	+$1.04M	1.95%	12
2015 Q3	$3.79M	Buy	63,156 +6,410	+11%	+$410K	1.73%	14
2015 Q2	$3.72M	Buy	56,746 +24,022	+73%	+$1.57M	1.51%	20
2015 Q1	$2.13M	Buy	32,724 +2,936	+10%	+$184K	0.89%	28
2014 Q4	$1.82M	Buy	+29,788	New	+$1.75M	0.83%	25

Other funds holding IJT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MV Capital Management's IJT Position: Q2 2026 in Review

MV Capital Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 928 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #219.

MV Capital Management first reported a position in IJT in Q4 2014 and has held it in 45 quarters since. The position peaked at $4.95M in Q4 2015. 388 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

MV Capital Management held 928 shares of iShares S&P Small-Cap 600 Growth ETF worth $166K as of Q2 2026.
MV Capital Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of MV Capital Management's portfolio in Q2 2026, its #219 holding.
MV Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and has held it in 45 quarters since.
MV Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.95M in Q4 2015.
388 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.