Concord Wealth Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.5K | Sell |
477
-3
| -0.6% | -$399 | 0.01% | 319 |
|
|
2025
Q1 | $59.8K | Sell |
480
-6
| -1% | -$748 | 0.01% | 296 |
|
|
2024
Q4 | $65.8K | Buy |
486
+30
| +7% | +$4.06K | 0.01% | 295 |
|
|
2024
Q3 | $63.6K | Buy |
456
+64
| +16% | +$8.93K | 0.01% | 304 |
|
|
2024
Q2 | $50.4K | Hold |
392
| – | – | 0.01% | 311 |
|
|
2024
Q1 | $51.2K | Buy |
392
+1
| +0.3% | +$131 | 0.01% | 347 |
|
|
2023
Q4 | $49K | Sell |
391
-40
| -9% | -$5.01K | 0.01% | 360 |
|
|
2023
Q3 | $47.3K | Hold |
431
| – | – | 0.01% | 387 |
|
|
2023
Q2 | $49.5K | Sell |
431
-131
| -23% | -$15.1K | 0.01% | 367 |
|
|
2023
Q1 | $61.7K | Buy |
562
+1
| +0.2% | +$110 | 0.02% | 316 |
|
|
2022
Q4 | $60.6K | Buy |
+561
| New | +$60.6K | 0.02% | 335 |
|
|
2022
Q3 | – | Sell |
-560
| Closed | -$59K | – | 615 |
|
|
2022
Q2 | $59K | Buy |
560
+261
| +87% | +$27.5K | 0.02% | 338 |
|
|
2022
Q1 | $37K | Buy |
299
+97
| +48% | +$12K | 0.01% | 485 |
|
|
2021
Q4 | $28K | Buy |
+202
| New | +$28K | 0.01% | 572 |
|