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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Concord Wealth Partners's IJT Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2026, closing a stake of 474 shares — an estimated $66.8K sold.

Concord Wealth Partners first reported a position in IJT in Q4 2021 and held it in 16 quarters. The position peaked at $67K in Q3 2025. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Concord Wealth Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 474 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $66.8K.
  • Concord Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 16 quarters.
  • Concord Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $67K in Q3 2025.
  • 756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.