Concurrent Investment Advisors
IJT icon

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
Q3 		$9.45M Buy
58,939
+805
+1% +$138K 0.07% 311
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Concurrent Investment Advisors's IJT Position: Q3 2026 in Review

Concurrent Investment Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.4% in Q3 2026, buying an estimated $138K and bringing the position to 58,939 shares worth $9.45M. The position accounts for 0.07% of the portfolio, ranked #311.

Concurrent Investment Advisors first reported a position in IJT in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.4M in Q2 2026. 141 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Concurrent Investment Advisors held 58,939 shares of iShares S&P Small-Cap 600 Growth ETF worth $9.45M as of Q3 2026.
  • Concurrent Investment Advisors bought 805 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $138K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q3 2026, its #311 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 12 quarters since.
  • Concurrent Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $10.4M in Q2 2026.
  • 141 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.