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
DI
Disciplined Investments’s
iShares S&P Small-Cap 600 Growth ETF
IJT
Stock Holding History
Disciplined Investments’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
-111
Closed
-$12.8K
–
791
2023
Q2
$12.8K
Sell
111
-1,102
-91%
-$120K
0.01%
310
2023
Q1
$133K
Hold
1,213
–
–
0.06%
146
2022
Q4
$131K
Hold
1,213
–
–
0.06%
128
2022
Q3
$123K
Buy
1,213
+15
+1%
+$1.68K
0.06%
144
2022
Q2
$126K
Hold
1,198
–
–
0.06%
146
2022
Q1
$150K
Hold
1,198
–
–
0.06%
139
2021
Q4
$166K
Buy
1,198
+22
+2%
+$3K
0.07%
120
2021
Q3
$153K
Hold
1,176
–
–
0.07%
121
2021
Q2
$156K
Hold
1,176
–
–
0.08%
121
2021
Q1
$151K
Hold
1,176
–
–
0.09%
112
2020
Q4
$134K
Hold
1,176
–
–
0.09%
98
2020
Q3
$104K
Hold
1,176
–
–
0.08%
121
2020
Q2
$100K
Sell
1,176
-3,438
-75%
-$268K
0.08%
120
2020
Q1
$318K
Buy
4,614
+42
+0.9%
+$3.71K
0.3%
68
2019
Q4
$442K
Buy
+4,572
New
+$422K
0.37%
60
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
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
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
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
Corient Private Wealth
Miami, Florida
$69.9B AUM
22.19%
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