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

Valmark 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	$200K	Sell	1,122 -516	-32%	-$83.6K	﹤0.01%	721
2026 Q1	$237K	Buy	1,638 +120	+8%	+$17.8K	﹤0.01%	629
2025 Q4	$214K	Buy	1,518 +17	+1%	+$2.41K	﹤0.01%	627
2025 Q3	$212K	Buy	+1,501	New	+$207K	﹤0.01%	630
2024 Q3	–	Sell	-1,849	Closed	-$237K	–	589
2024 Q2	$237K	Sell	1,849 -164	-8%	-$21K	﹤0.01%	519
2024 Q1	$263K	Buy	2,013 +236	+13%	+$29.5K	﹤0.01%	480
2023 Q4	$222K	Buy	+1,777	New	+$199K	﹤0.01%	472

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

Valmark Advisers's IJT Position: Q2 2026 in Review

Valmark Advisers reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 32% in Q2 2026, selling an estimated $83.6K and leaving 1,122 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Valmark Advisers first reported a position in IJT in Q4 2023 and has held it in 7 quarters since. The position peaked at $263K in Q1 2024. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Valmark Advisers held 1,122 shares of iShares S&P Small-Cap 600 Growth ETF worth $200K as of Q2 2026.
Valmark Advisers sold 516 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $83.6K.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #721 holding.
Valmark Advisers first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 7 quarters since.
Valmark Advisers's iShares S&P Small-Cap 600 Growth ETF position peaked at $263K in Q1 2024.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.