Concert 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
2017
Q3
Sell
2017
Q2
$490K Sell
2017
Q1
$1.5M Buy
2016
Q4
$795K Sell
2016
Q3
$2.05M Buy
2016
Q2
$1.04M Buy
2016
Q1
$295K Sell
2015
Q4
$1.59M Buy
2015
Q3
$1.49M Buy
2015
Q2
$960K Buy
2015
Q1
$609K Buy
2014
Q4
Sell
2014
Q3
$238K Sell
2014
Q2
$308K Sell
2014
Q1
$636K Sell
2013
Q4
$799K Buy
2013
Q3
$559K Sell
2013
Q2
$543K Buy