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BA
Bellwether Advisors’s
iShares S&P Small-Cap 600 Growth ETF
IJT
Stock Holding History
Bellwether 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
2025
Q3
–
Sell
-754
Closed
-$100K
–
340
2025
Q2
$100K
Hold
754
–
–
0.02%
172
2025
Q1
$93.9K
Sell
754
-506
-40%
-$67.7K
0.02%
177
2024
Q4
$171K
Buy
+1,260
New
+$178K
0.03%
147
2023
Q2
–
Sell
-1,488
Closed
-$164K
–
271
2023
Q1
$164K
Sell
1,488
-334
-18%
-$37.7K
0.04%
129
2022
Q4
$197K
Buy
1,822
+256
+16%
+$28.1K
0.06%
120
2022
Q3
$159K
Sell
1,566
-441
-22%
-$49.5K
0.05%
108
2022
Q2
$211K
Sell
2,007
-1,181
-37%
-$134K
0.07%
114
2022
Q1
$398K
Sell
3,188
-31
-1%
-$3.91K
0.12%
116
2021
Q4
$446K
Sell
3,219
-50
-2%
-$6.81K
0.14%
99
2021
Q3
$426K
Sell
3,269
-177
-5%
-$23.3K
0.14%
117
2021
Q2
$457K
Buy
3,446
+1,313
+62%
+$171K
0.16%
97
2021
Q1
$273K
Buy
2,133
+1,722
+419%
+$219K
0.11%
100
2020
Q4
$46K
Buy
+411
New
+$41.9K
0.02%
167
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
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
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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