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
EWM
EPG Wealth Management’s
iShares S&P Small-Cap 600 Growth ETF
IJT
Stock Holding History
EPG 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
2026
Q1
$15.6K
Hold
108
–
–
﹤0.01%
269
2025
Q4
$15.2K
Hold
108
–
–
﹤0.01%
263
2025
Q3
$15.3K
Sell
108
-14
-11%
-$1.93K
﹤0.01%
264
2025
Q2
$16.2K
Hold
122
–
–
﹤0.01%
256
2025
Q1
$15.2K
Hold
122
–
–
﹤0.01%
350
2024
Q4
$16.5K
Sell
122
-102
-46%
-$14.4K
﹤0.01%
352
2024
Q3
$31.3K
Buy
+224
New
+$30.2K
0.01%
328
2024
Q2
–
Sell
-224
Closed
-$28.7K
–
351
2024
Q1
$29.3K
Hold
224
–
–
0.01%
346
2023
Q4
$27.5K
Hold
224
–
–
0.01%
334
2023
Q3
$24.6K
Buy
224
+30
+15%
+$3.46K
0.01%
331
2023
Q2
$22.3K
Hold
194
–
–
0.01%
328
2023
Q1
$21.3K
Hold
194
–
–
0.01%
335
2022
Q4
$21K
Hold
194
–
–
0.01%
306
2022
Q3
$20K
Buy
+194
New
+$21.8K
0.01%
309
2022
Q2
–
Sell
-194
Closed
-$24K
–
301
2022
Q1
$24K
Hold
194
–
–
0.01%
325
2021
Q4
$27K
Hold
194
–
–
0.01%
324
2021
Q3
$25K
Buy
+194
New
+$25.6K
0.01%
304
2020
Q2
–
Sell
-180
Closed
-$12K
–
438
2020
Q1
$12K
Sell
180
-400
-69%
-$35.3K
0.01%
463
2019
Q4
$56K
Buy
+580
New
+$53.6K
0.04%
224
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
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