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FGAM
Financial Gravity Asset Management’s
iShares S&P Small-Cap 600 Growth ETF
IJT
Stock Holding History
Financial Gravity Asset 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
2024
Q2
–
Sell
-212
Closed
-$27.1K
–
1977
2024
Q1
$27.1K
Sell
212
-1,908
-90%
-$238K
﹤0.01%
486
2023
Q4
$2.87M
Buy
2,120
+106
+5%
+$11.9K
0.03%
177
2023
Q3
$2.85M
Buy
2,014
+1,793
+811%
+$207K
0.03%
170
2023
Q2
$1.78K
Buy
221
+115
+108%
+$12.6K
﹤0.01%
670
2023
Q1
$12
Sell
106
-2
-2%
-$226
﹤0.01%
836
2022
Q4
$193
Buy
+108
New
+$11.9K
﹤0.01%
959
2020
Q2
–
Sell
-10
Closed
-$716
–
428
2020
Q1
$716
Buy
10
+4
+67%
+$353
﹤0.01%
507
2019
Q4
$193K
Buy
6
+4
+200%
+$369
0.13%
122
2019
Q3
$0
Hold
2
–
–
﹤0.01%
1391
2019
Q2
$0
Hold
2
–
–
﹤0.01%
1446
2019
Q1
$0
Buy
+2
New
+$177
﹤0.01%
1430
2018
Q3
$27K
Buy
310
+14
+5%
+$1.41K
0.03%
436
2018
Q2
$30K
Sell
296
-2
-0.7%
-$184
0.03%
421
2018
Q1
$26K
Buy
+298
New
+$26K
0.03%
485
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
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
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
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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