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

Concord Wealth Partners’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	$83.3K	Buy	+466	New	+$75.5K	0.01%	305
2026 Q1	–	Sell	-474	Closed	-$66.8K	–	478
2025 Q4	$66.8K	Hold	474	–	–	0.01%	297
2025 Q3	$67K	Sell	474 -3	-0.6%	-$414	0.01%	299
2025 Q2	$63.5K	Sell	477 -3	-0.6%	-$376	0.01%	319
2025 Q1	$59.8K	Sell	480 -6	-1%	-$802	0.01%	296
2024 Q4	$65.8K	Buy	486 +30	+7%	+$4.25K	0.01%	295
2024 Q3	$63.6K	Buy	456 +64	+16%	+$8.63K	0.01%	304
2024 Q2	$50.4K	Hold	392	–	–	0.01%	311
2024 Q1	$51.2K	Buy	392 +1	+0.3%	+$125	0.01%	347
2023 Q4	$49K	Sell	391 -40	-9%	-$4.49K	0.01%	360
2023 Q3	$47.3K	Hold	431	–	–	0.01%	387
2023 Q2	$49.5K	Sell	431 -131	-23%	-$14.3K	0.01%	367
2023 Q1	$61.7K	Buy	562 +1	+0.2%	+$113	0.02%	317
2022 Q4	$60.6K	Buy	+561	New	+$61.7K	0.02%	335
2022 Q3	–	Sell	-560	Closed	-$59K	–	615
2022 Q2	$59K	Buy	560 +261	+87%	+$29.6K	0.02%	338
2022 Q1	$37K	Buy	299 +97	+48%	+$12.2K	0.01%	485
2021 Q4	$28K	Buy	+202	New	+$27.5K	0.01%	572

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

Concord Wealth Partners's IJT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 466 shares worth $83.3K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IJT as recently as Q4 2025.

Concord Wealth Partners first reported a position in IJT in Q4 2021 and has held it in 17 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Concord Wealth Partners held 466 shares of iShares S&P Small-Cap 600 Growth ETF worth $83.3K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Concord Wealth Partners position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #305 holding.
Concord Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 17 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.