Concurrent Investment Advisors LLC Has $6.76 Million Stake in iShares S&P Small-Cap 600 Growth ETF $IJT

Posted by James Quigley on Oct 13th, 2025

Concurrent Investment Advisors LLC boosted its position in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 10.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 50,809 shares of the company’s stock after buying an additional 4,712 shares during the period. Concurrent Investment Advisors LLC owned approximately 0.11% of iShares S&P Small-Cap 600 Growth ETF worth $6,760,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Johnson Investment Counsel Inc. lifted its holdings in iShares S&P Small-Cap 600 Growth ETF by 1.5% in the second quarter. Johnson Investment Counsel Inc. now owns 5,688 shares of the company’s stock valued at $757,000 after buying an additional 86 shares during the period. Trust Co. of Toledo NA OH acquired a new position in iShares S&P Small-Cap 600 Growth ETF in the second quarter valued at $41,000. JFS Wealth Advisors LLC lifted its holdings in iShares S&P Small-Cap 600 Growth ETF by 2.5% in the second quarter. JFS Wealth Advisors LLC now owns 53,800 shares of the company’s stock valued at $7,158,000 after buying an additional 1,313 shares during the period. Callan Family Office LLC raised its holdings in shares of iShares S&P Small-Cap 600 Growth ETF by 12.2% during the second quarter. Callan Family Office LLC now owns 4,414 shares of the company’s stock valued at $587,000 after purchasing an additional 479 shares during the period. Finally, CarsonAllaria Wealth Management Ltd. raised its holdings in shares of iShares S&P Small-Cap 600 Growth ETF by 51.0% during the second quarter. CarsonAllaria Wealth Management Ltd. now owns 589 shares of the company’s stock valued at $78,000 after purchasing an additional 199 shares during the period. Institutional investors and hedge funds own 55.81% of the company’s stock.

iShares S&P Small-Cap 600 Growth ETF Trading Down 2.8%

Shares of NASDAQ IJT opened at $136.54 on Monday. The firm’s 50-day moving average price is $139.79 and its 200-day moving average price is $131.85. iShares S&P Small-Cap 600 Growth ETF has a 1-year low of $107.38 and a 1-year high of $152.05. The firm has a market capitalization of $6.04 billion, a P/E ratio of 20.21 and a beta of 1.13.

iShares S&P Small-Cap 600 Growth ETF Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 19th. Stockholders of record on Tuesday, September 16th were issued a dividend of $0.314 per share. This is an increase from iShares S&P Small-Cap 600 Growth ETF’s previous quarterly dividend of $0.29. This represents a $1.26 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Tuesday, September 16th.

iShares S&P Small-Cap 600 Growth ETF Company Profile

(Free Report)

iShares S&P Small-Cap 600 Growth ETF, formerly iShares S&P SmallCap 600 Growth Index Fund (the Fund), seeks investment results that correspond generally to the price and yield performance of the S&P SmallCap 600 Growth Index (the Index). The Index measures the performance of the small-capitalization growth sector of the United States equity market and consists of those stocks in the S&P SmallCap 600 Index exhibiting the strongest growth characteristics.