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AWS
Atria Wealth Solutions’s
iShares S&P Small-Cap 600 Growth ETF
IJT
Stock Holding History
Atria Wealth Solutions’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
2025
Q2
$502K
Sell
3,774
-78,796
-95%
-$9.87M
0.01%
909
2025
Q1
$10.3M
Buy
82,570
+255
+0.3%
+$34.1K
0.12%
176
2024
Q4
$11.1M
Buy
82,315
+14,997
+22%
+$2.12M
0.12%
174
2024
Q3
$9.39M
Buy
67,318
+5,733
+9%
+$773K
0.1%
204
2024
Q2
$7.91M
Buy
61,585
+23,863
+63%
+$3.05M
0.09%
233
2024
Q1
$4.93M
Buy
37,722
+777
+2%
+$97K
0.06%
345
2023
Q4
$4.62M
Buy
36,945
+3,287
+10%
+$369K
0.06%
338
2023
Q3
$3.69M
Sell
33,658
-313
-0.9%
-$36.1K
0.05%
369
2023
Q2
$3.9M
Buy
33,971
+1,732
+5%
+$189K
0.05%
357
2023
Q1
$3.54M
Buy
32,239
+736
+2%
+$83K
0.05%
359
2022
Q4
$3.4M
Buy
31,503
+9,010
+40%
+$991K
0.05%
347
2022
Q3
$2.29M
Buy
22,493
+1,904
+9%
+$214K
0.04%
430
2022
Q2
$2.17M
Sell
20,589
-21
-0.1%
-$2.38K
0.04%
416
2022
Q1
$2.58M
Buy
+20,610
New
+$2.6M
0.04%
408
Other funds holding IJT
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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