Congress Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$568K Sell
2025
Q1
$533K Buy
2024
Q4
$570K Buy
2024
Q3
$395K Buy
2023
Q1
Sell
2022
Q4
$206K Buy