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 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	0.21%	113
2023 Q4	$1.77M	Buy	+14,115	New	+$1.58M	0.08%	249

Other funds holding IJT

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return