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CBT
CoreFirst Bank & Trust’s
iShares S&P Mid-Cap 400 Value ETF
IJJ
Stock Holding History
CoreFirst Bank & Trust’s Portfolio
IJJ Stock Details
IJJ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$11.1K
Hold
84
–
–
0.01%
267
2025
Q4
$11.1K
Hold
84
–
–
0.01%
274
2025
Q3
$10.9K
Sell
84
-18
-18%
-$2.31K
0.01%
292
2025
Q2
$12.6K
Buy
+102
New
+$12K
0.01%
292
2025
Q1
–
Sell
-84
Closed
-$10.5K
–
213
2024
Q4
$10.5K
Hold
84
–
–
0.01%
309
2024
Q3
$10.4K
Buy
+84
New
+$9.99K
0.01%
301
2024
Q2
–
Sell
-147
Closed
-$17.4K
–
226
2024
Q1
$17.4K
Hold
147
–
–
0.01%
281
2023
Q4
$16.8K
Hold
147
–
–
0.01%
285
2023
Q3
$14.8K
Sell
147
-29
-16%
-$3.1K
0.01%
307
2023
Q2
$18.9K
Hold
176
–
–
0.01%
279
2023
Q1
$18.1K
Sell
176
-404
-70%
-$43.2K
0.01%
284
2022
Q4
$58.5K
Buy
580
+404
+230%
+$40.3K
0.04%
224
2022
Q3
$16K
Hold
176
–
–
0.01%
293
2022
Q2
$17K
Hold
176
–
–
0.01%
295
2022
Q1
$19K
Hold
176
–
–
0.01%
321
2021
Q4
$19K
Hold
176
–
–
0.01%
341
2021
Q3
$18K
Hold
176
–
–
0.01%
354
2021
Q2
$19K
Hold
176
–
–
0.01%
359
2021
Q1
$18K
Hold
176
–
–
0.01%
352
2020
Q4
$15K
Buy
+176
New
+$13.8K
0.01%
328
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41.92%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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$501B AUM
22.01%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
DADC
D.A. Davidson & Co
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$16.5B AUM
19.94%
1-Year Est. Return
Raymond James Financial
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$324B AUM
22.36%
1-Year Est. Return
CFB
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San Antonio, Texas
$8.81B AUM
22.47%
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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