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Concourse Financial Group Securities’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,067
Closed -$150K – 1017
2024
Q4 		$150K Sell
1,067
-3
-0.3% -$424 0.01% 823
2024
Q3 		$149K Hold
1,070
– – 0.01% 822
2024
Q2 		$137K Sell
1,070
-422
-28% -$54K 0.01% 825
2024
Q1 		$195K Sell
1,492
-203
-12% -$25.3K 0.01% 682
2023
Q4 		$212K Sell
1,695
-1
-0.1% -$112 0.02% 634
2023
Q3 		$187K Hold
1,696
– – 0.01% 639
2023
Q2 		$195K Sell
1,696
-8,168
-83% -$892K 0.01% 651
2023
Q1 		$1.08M Buy
9,864
+289
+3% +$32.6K 0.08% 242
2022
Q4 		$1.03M Sell
9,575
-76
-0.8% -$8.36K 0.08% 246
2022
Q3 		$981K Buy
9,651
+1,158
+14% +$130K 0.09% 219
2022
Q2 		$894K Buy
8,493
+1,843
+28% +$209K 0.08% 263
2022
Q1 		$832K Buy
6,650
+593
+10% +$74.8K 0.06% 310
2021
Q4 		$841K Buy
6,057
+63
+1% +$8.58K 0.05% 372
2021
Q3 		$779K Buy
5,994
+238
+4% +$31.4K 0.05% 378
2021
Q2 		$763K Sell
5,756
-1,324
-19% -$172K 0.05% 363
2021
Q1 		$908K Sell
7,080
-185
-3% -$23.5K 0.06% 293
2020
Q4 		$830K Sell
7,265
-563
-7% -$57.4K 0.06% 274
2020
Q3 		$691K Sell
7,828
-438
-5% -$39.2K 0.06% 269
2020
Q2 		$702K Sell
8,266
-508
-6% -$39.6K 0.07% 233
2020
Q1 		$605K Buy
8,774
+2,244
+34% +$198K 0.07% 222
2019
Q4 		$631K Buy
6,530
+4,106
+169% +$379K 0.06% 239
2019
Q3 		$216K Sell
2,424
-3,104
-56% -$280K 0.05% 272
2019
Q2 		$504K Buy
5,528
+330
+6% +$29.7K 0.05% 260
2019
Q1 		$463K Buy
5,198
+580
+13% +$51.3K 0.05% 283
2018
Q4 		$372K Buy
4,618
+1,316
+40% +$117K 0.04% 290
2018
Q3 		$334K Buy
+3,302
New +$332K 0.09% 194

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concourse Financial Group Securities's IJT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2025, closing a stake of 1,067 shares — an estimated $150K sold.

Concourse Financial Group Securities first reported a position in IJT in Q3 2018 and held it in 26 quarters. The position peaked at $1.08M in Q1 2023. 714 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,067 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $150K.
  • Concourse Financial Group Securities first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.08M in Q1 2023.
  • 714 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.