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Concurrent Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Concurrent Investment Advisors’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 		$10.4M Buy
58,134
+1,591
+3% +$258K 0.09% 249
2026
Q1 		$8.18M Buy
56,543
+1,140
+2% +$169K 0.09% 246
2025
Q4 		$7.82M Buy
55,403
+1,261
+2% +$178K 0.09% 240
2025
Q3 		$7.66M Buy
54,142
+3,333
+7% +$460K 0.13% 164
2025
Q2 		$6.76M Buy
50,809
+4,712
+10% +$590K 0.13% 174
2025
Q1 		$5.74M Buy
46,097
+124
+0.3% +$16.6K 0.14% 158
2024
Q4 		$6.22M Buy
45,973
+3,174
+7% +$449K 0.17% 126
2024
Q3 		$5.97M Buy
42,799
+617
+1% +$83.2K 0.18% 123
2024
Q2 		$5.42M Buy
42,182
+3,475
+9% +$444K 0.18% 126
2024
Q1 		$5.06M Buy
38,707
+24,592
+174% +$3.07M 0.2% 113
2023
Q4 		$1.77M Buy
+14,115
New +$1.58M 0.08% 249

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Concurrent Investment Advisors's IJT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.8% in Q2 2026, buying an estimated $258K and bringing the position to 58,134 shares worth $10.4M. The position accounts for 0.09% of the portfolio, ranked #249.

Concurrent Investment Advisors first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. 818 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Concurrent Investment Advisors held 58,134 shares of iShares S&P Small-Cap 600 Growth ETF worth $10.4M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,591 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $258K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #249 holding.
  • Concurrent Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 818 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.