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CFO
CVA Family Office’s
iShares S&P Small-Cap 600 Growth ETF
IJT
Stock Holding History
CVA Family Office’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
2023
Q3
–
Sell
-1,282
Closed
-$147K
–
576
2023
Q2
$147K
Hold
1,282
–
–
0.03%
260
2023
Q1
$141K
Hold
1,282
–
–
0.03%
263
2022
Q4
$139K
Hold
1,282
–
–
0.03%
250
2022
Q3
$130K
Hold
1,282
–
–
0.04%
212
2022
Q2
$135K
Hold
1,282
–
–
0.04%
201
2022
Q1
$160K
Hold
1,282
–
–
0.04%
199
2021
Q4
$178K
Buy
1,282
+858
+202%
+$117K
0.04%
175
2021
Q3
$75K
Sell
424
-858
-67%
-$113K
0.05%
141
2021
Q2
$170K
Hold
1,282
–
–
0.05%
172
2021
Q1
$164K
Buy
1,282
+434
+51%
+$55.1K
0.06%
132
2020
Q4
$97K
Hold
848
–
–
0.06%
136
2020
Q3
$75K
Hold
848
–
–
0.05%
141
2020
Q2
$72K
Hold
848
–
–
0.06%
134
2020
Q1
$58K
Buy
+848
New
+$74.9K
0.06%
133
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1-Year Est. Return
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1-Year Est. Return
Fidelity Investments
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$1.9T AUM
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1-Year Est. Return
UBS Group
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$564B AUM
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1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
M&T Bank
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$29.2B AUM
22.81%
1-Year Est. Return
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$69.9B AUM
22.19%
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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