Valeo Financial Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $761K | Buy |
4,259
+1
| +0% | +$162 | 0.02% | 351 |
|
|
2026
Q1 | $616K | Sell |
4,258
-102
| -2% | -$15.1K | 0.01% | 361 |
|
|
2025
Q4 | $616K | Sell |
4,360
-460
| -10% | -$65.1K | 0.01% | 412 |
|
|
2025
Q3 | $682K | Sell |
4,820
-493
| -9% | -$68K | 0.02% | 394 |
|
|
2025
Q2 | $707K | Buy |
5,313
+314
| +6% | +$39.3K | 0.02% | 373 |
|
|
2025
Q1 | $622K | Buy |
4,999
+27
| +0.5% | +$3.61K | 0.02% | 355 |
|
|
2024
Q4 | $673K | Sell |
4,972
-86
| -2% | -$12.2K | 0.02% | 345 |
|
|
2024
Q3 | $705K | Buy |
5,058
+403
| +9% | +$54.4K | 0.02% | 329 |
|
|
2024
Q2 | $598K | Buy |
4,655
+54
| +1% | +$6.91K | 0.02% | 339 |
|
|
2024
Q1 | $577K | Sell |
4,601
-351
| -7% | -$43.8K | 0.02% | 335 |
|
|
2023
Q4 | $620K | Buy |
4,952
+32
| +0.7% | +$3.59K | 0.03% | 306 |
|
|
2023
Q3 | $540K | Buy |
4,920
+2,472
| +101% | +$285K | 0.02% | 317 |
|
|
2023
Q2 | $281K | Buy |
2,448
+191
| +8% | +$20.9K | 0.01% | 446 |
|
|
2023
Q1 | $248K | Sell |
2,257
-54
| -2% | -$6.09K | 0.01% | 496 |
|
|
2022
Q4 | $250K | Sell |
2,311
-1,987
| -46% | -$218K | 0.01% | 429 |
|
|
2022
Q3 | $437K | Sell |
4,298
-79
| -2% | -$8.87K | 0.03% | 282 |
|
|
2022
Q2 | $461K | Buy |
4,377
+90
| +2% | +$10.2K | 0.03% | 266 |
|
|
2022
Q1 | $536K | Buy |
4,287
+5
| +0.1% | +$630 | 0.03% | 311 |
|
|
2021
Q4 | $594K | Sell |
4,282
-86
| -2% | -$11.7K | 0.03% | 267 |
|
|
2021
Q3 | $568K | Sell |
4,368
-19
| -0.4% | -$2.5K | 0.03% | 273 |
|
|
2021
Q2 | $582K | Buy |
4,387
+2,034
| +86% | +$265K | 0.04% | 240 |
|
|
2021
Q1 | $302K | Sell |
2,353
-36
| -2% | -$4.57K | 0.01% | 353 |
|
|
2020
Q4 | $273K | Sell |
2,389
-45
| -2% | -$4.59K | 0.01% | 361 |
|
|
2020
Q3 | $215K | Sell |
2,434
-104
| -4% | -$9.3K | 0.02% | 312 |
|
|
2020
Q2 | $215K | Sell |
2,538
-2,330
| -48% | -$182K | 0.02% | 308 |
|
|
2020
Q1 | $363K | Buy |
4,868
+4
| +0.1% | +$353 | 0.04% | 207 |
|
|
2019
Q4 | $470K | Sell |
4,864
-8
| -0.2% | -$739 | 0.05% | 200 |
|
|
2019
Q3 | $434K | Buy |
4,872
+20
| +0.4% | +$1.8K | 0.05% | 185 |
|
|
2019
Q2 | $443K | Buy |
4,852
+2,016
| +71% | +$181K | 0.05% | 188 |
|
|
2019
Q1 | $253K | Buy |
2,836
+194
| +7% | +$17.1K | 0.03% | 233 |
|
|
2018
Q4 | $213K | Sell |
2,642
-700
| -21% | -$62.4K | 0.03% | 250 |
|
|
2018
Q3 | $300K | Buy |
3,342
+1,578
| +89% | +$159K | 0.04% | 219 |
|
|
2018
Q2 | $175K | Sell |
1,764
-32
| -2% | -$2.94K | 0.02% | 302 |
|
|
2018
Q1 | $156K | Buy |
1,796
+4
| +0.2% | +$348 | 0.03% | 280 |
|
|
2017
Q4 | $152K | Buy |
1,792
+50
| +3% | +$4.18K | 0.02% | 278 |
|
|
2017
Q3 | $143K | Buy |
+1,742
| New | +$136K | 0.03% | 241 |
|
Other funds holding IJT
Valeo Financial Advisors's IJT Position: Q2 2026 in Review
Valeo Financial Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.02% in Q2 2026, buying an estimated $162 and bringing the position to 4,259 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #351.
Valeo Financial Advisors first reported a position in IJT in Q3 2017 and has held it in 36 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.
- Valeo Financial Advisors held 4,259 shares of iShares S&P Small-Cap 600 Growth ETF worth $761K as of Q2 2026.
- Valeo Financial Advisors bought 1 iShares S&P Small-Cap 600 Growth ETF share in Q2 2026, an estimated $162.
- iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #351 holding.
- Valeo Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2017 and has held it in 36 quarters since.
- 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.