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BWM
Baystate Wealth Management’s
iShares S&P Small-Cap 600 Growth ETF
IJT
Stock Holding History
Baystate Wealth Management’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
2021
Q3
–
Sell
-279
Closed
-$37K
–
866
2021
Q2
$37K
Hold
279
–
–
﹤0.01%
308
2021
Q1
$36K
Buy
279
+1
+0.4%
+$127
﹤0.01%
294
2020
Q4
$32K
Hold
278
–
–
﹤0.01%
299
2020
Q3
$25K
Buy
278
+2
+0.7%
+$179
﹤0.01%
295
2020
Q2
$24K
Sell
276
-2
-0.7%
-$156
﹤0.01%
286
2020
Q1
$19K
Buy
278
+2
+0.7%
+$177
﹤0.01%
289
2019
Q4
$27K
Hold
276
–
–
﹤0.01%
287
2019
Q3
$25K
Buy
276
+2
+0.7%
+$181
﹤0.01%
270
2019
Q2
$25K
Hold
274
–
–
﹤0.01%
281
2019
Q1
$25K
Sell
274
-16
-6%
-$1.41K
﹤0.01%
288
2018
Q4
$26K
Buy
290
+18
+7%
+$1.6K
﹤0.01%
280
2018
Q3
$25K
Hold
272
–
–
﹤0.01%
280
2018
Q2
$26K
Hold
272
–
–
﹤0.01%
261
2018
Q1
$24K
Hold
272
–
–
﹤0.01%
266
2017
Q4
$24K
Hold
272
–
–
﹤0.01%
273
2017
Q3
$23K
Hold
272
–
–
﹤0.01%
271
2017
Q2
$21K
Hold
272
–
–
﹤0.01%
275
2017
Q1
$20K
Hold
272
–
–
﹤0.01%
272
2016
Q4
$21K
Buy
+272
New
+$19.2K
﹤0.01%
223
2013
Q3
–
Sell
-22
Closed
-$1K
–
119
2013
Q2
$1K
Buy
+22
New
+$1.05K
﹤0.01%
282
Other funds holding IJT
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
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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