Concord Wealth Partners’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
2025
Q3
$67K Sell
2025
Q2
$63.5K Sell
2025
Q1
$59.8K Sell
2024
Q4
$65.8K Buy
2024
Q3
$63.6K Buy
2024
Q2
$50.4K Hold
2024
Q1
$51.2K Buy
2023
Q4
$49K Sell
2023
Q3
$47.3K Hold
2023
Q2
$49.5K Sell
2023
Q1
$61.7K Buy
2022
Q4
$60.6K Buy
2022
Q3
Sell
2022
Q2
$59K Buy
2022
Q1
$37K Buy
2021
Q4
$28K Buy