Valley National Advisers’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Valley National Advisers’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	$318K	Hold	1,780	–	–	0.04%	214
2026 Q1	$257K	Hold	1,780	–	–	0.03%	226
2025 Q4	$251K	Buy	+1,780	New	+$252K	0.03%	219
2025 Q3	–	Sell	-1,780	Closed	-$236K	–	866
2025 Q2	$236K	Hold	1,780	–	–	0.04%	219
2025 Q1	$221K	Hold	1,780	–	–	0.04%	224
2024 Q4	$240K	Hold	1,780	–	–	0.04%	209
2024 Q3	$248K	Hold	1,780	–	–	0.04%	215
2024 Q2	$228K	Hold	1,780	–	–	0.03%	227
2024 Q1	$232K	Hold	1,780	–	–	0.04%	227
2023 Q4	$222K	Hold	1,780	–	–	0.04%	230
2023 Q3	$195K	Hold	1,780	–	–	0.03%	239
2023 Q2	$205K	Hold	1,780	–	–	0.03%	239
2023 Q1	$193K	Hold	1,780	–	–	0.03%	244
2022 Q4	$199K	Hold	1,780	–	–	0.04%	243
2022 Q3	$190K	Hold	1,780	–	–	0.04%	243
2022 Q2	$193K	Hold	1,780	–	–	0.04%	227
2022 Q1	$223K	Hold	1,780	–	–	0.04%	217
2021 Q4	$247K	Hold	1,780	–	–	0.05%	206
2021 Q3	$231K	Hold	1,780	–	–	0.04%	209
2021 Q2	$236K	Hold	1,780	–	–	0.04%	205
2021 Q1	$228K	Hold	1,780	–	–	0.04%	201
2020 Q4	$203K	Hold	1,780	–	–	0.04%	195
2020 Q3	$157K	Hold	1,780	–	–	0.04%	187
2020 Q2	$151K	Hold	1,780	–	–	0.03%	196
2020 Q1	$123K	Hold	1,780	–	–	0.03%	199
2019 Q4	$172K	Hold	1,780	–	–	0.04%	207
2019 Q3	$159K	Hold	1,780	–	–	0.04%	203
2019 Q2	$162K	Hold	1,780	–	–	0.04%	192
2019 Q1	$159K	Hold	1,780	–	–	0.05%	188
2018 Q4	$144K	Hold	1,780	–	–	0.05%	184
2018 Q3	$180K	Hold	1,780	–	–	0.06%	173
2018 Q2	$168K	Hold	1,780	–	–	0.06%	177
2018 Q1	$155K	Hold	1,780	–	–	0.06%	178
2017 Q4	$151K	Hold	1,780	–	–	0.05%	176
2017 Q3	$146K	Hold	1,780	–	–	0.05%	172
2017 Q2	$139K	Hold	1,780	–	–	0.05%	168
2017 Q1	$136K	Hold	1,780	–	–	0.05%	162
2016 Q4	$134K	Hold	1,780	–	–	0.06%	164
2016 Q3	$122K	Hold	1,780	–	–	0.06%	160
2016 Q2	$114K	Hold	1,780	–	–	0.06%	172
2016 Q1	$111K	Sell	1,780 -30	-2%	-$1.75K	0.06%	173
2015 Q4	$113K	Hold	1,810	–	–	0.07%	164
2015 Q3	$109K	Hold	1,810	–	–	0.07%	166
2015 Q2	$119K	Hold	1,810	–	–	0.07%	171
2015 Q1	$118K	Buy	1,810 +30	+2%	+$1.88K	0.07%	156
2014 Q4	$106K	Buy	+1,780	New	+$104K	0.08%	125

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

Valley National Advisers's IJT Position: Q2 2026 in Review

Valley National Advisers held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 1,780 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #214.

Valley National Advisers first reported a position in IJT in Q4 2014 and has held it in 46 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Valley National Advisers held 1,780 shares of iShares S&P Small-Cap 600 Growth ETF worth $318K as of Q2 2026.
Valley National Advisers 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 0.04% of Valley National Advisers's portfolio in Q2 2026, its #214 holding.
Valley National Advisers first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and has held it in 46 quarters since.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.