IWM
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IHT Wealth Management’s Atlassian TEAM Stock Holding History

IHT Wealth Management’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-856
Closed -$208K – 1143
2024
Q4 		$208K Buy
+856
New +$196K 0.01% 1008
2024
Q1 		– Sell
-1,045
Closed -$249K – 1065
2023
Q4 		$249K Sell
1,045
-42
-4% -$8.25K 0.01% 836
2023
Q3 		$219K Buy
+1,087
New +$206K 0.01% 853
2023
Q2 		– Sell
-1,375
Closed -$235K – 1019
2023
Q1 		$235K Buy
+1,375
New +$219K 0.01% 784
2022
Q4 		– Sell
-2,468
Closed -$520K – 939
2022
Q3 		$520K Buy
2,468
+472
+24% +$110K 0.04% 448
2022
Q2 		$374K Sell
1,996
-1,045
-34% -$223K 0.03% 465
2022
Q1 		$894K Buy
3,041
+361
+13% +$108K 0.07% 276
2021
Q4 		$1.02M Buy
2,680
+156
+6% +$62.7K 0.08% 254
2021
Q3 		$988K Buy
2,524
+482
+24% +$161K 0.08% 249
2021
Q2 		$525K Buy
2,042
+48
+2% +$11.2K 0.03% 518
2021
Q1 		$420K Sell
1,994
-727
-27% -$169K 0.03% 518
2020
Q4 		$636K Sell
2,721
-9
-0.3% -$1.9K 0.05% 334
2020
Q3 		$496K Buy
2,730
+211
+8% +$37.6K 0.05% 351
2020
Q2 		$454K Buy
2,519
+342
+16% +$56.8K 0.06% 308
2020
Q1 		$299K Buy
2,177
+73
+3% +$10.2K 0.04% 394
2019
Q4 		$253K Buy
+2,104
New +$256K 0.03% 499

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return