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
Search
Sign in
Sign up
CWM
Cornerstone Wealth Management’s
iShares S&P Small-Cap 600 Growth ETF
IJT
Stock Holding History
Cornerstone 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
2022
Q1
–
Sell
-1,514
Closed
-$211K
–
492
2021
Q4
$211K
Buy
+1,514
New
+$206K
0.02%
476
2020
Q2
–
Sell
-3,566
Closed
-$246K
–
395
2020
Q1
$246K
Sell
3,566
-1,588
-31%
-$140K
0.05%
287
2019
Q4
$498K
Sell
5,154
-682
-12%
-$63K
0.08%
207
2019
Q3
$521K
Sell
5,836
-312
-5%
-$28.2K
0.09%
201
2019
Q2
$561K
Hold
6,148
–
–
0.1%
196
2019
Q1
$1.09M
Buy
6,148
+736
+14%
+$65K
0.13%
176
2018
Q4
$437K
Sell
5,412
-491,742
-99%
-$43.8M
0.09%
216
2018
Q3
$1.5M
Sell
497,154
-261,418
-34%
-$26.3M
0.02%
598
2018
Q2
$1.98M
Buy
758,572
+754,988
+21,066%
+$69.3M
0.02%
549
2018
Q1
$308K
Buy
3,584
+208
+6%
+$18.1K
0.06%
289
2017
Q4
$292K
Buy
3,376
+378
+13%
+$31.6K
0.05%
310
2017
Q3
$247K
Buy
2,998
+160
+6%
+$12.5K
0.05%
316
2017
Q2
$220K
Buy
+2,838
New
+$218K
0.05%
333
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
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
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close