Concentric Wealth Management’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
2024
Q3
$430K Hold
2024
Q2
$396K Hold
2024
Q1
$403K Hold
2023
Q4
$385K Hold
2023
Q3
$338K Buy