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

Concentric Wealth Management’s Portfolio IJT Stock Details IJT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$430K Hold
3,080
– – 0.1% 102
2024
Q2 		$396K Hold
3,080
– – 0.1% 101
2024
Q1 		$403K Hold
3,080
– – 0.11% 101
2023
Q4 		$385K Hold
3,080
– – 0.11% 100
2023
Q3 		$338K Buy
+3,080
New +$338K 0.11% 98