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MWM
Maltin Wealth Management’s
iShares S&P Small-Cap 600 Growth ETF
IJT
Stock Holding History
Maltin 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
2025
Q1
–
Sell
-1,566
Closed
-$212K
–
131
2024
Q4
$212K
Sell
1,566
-2,523
-62%
-$357K
0.1%
126
2024
Q3
$570K
Buy
4,089
+827
+25%
+$112K
0.28%
71
2024
Q2
$419K
Buy
3,262
+102
+3%
+$13K
0.23%
80
2024
Q1
$413K
Buy
3,160
+288
+10%
+$35.9K
0.23%
81
2023
Q4
$359K
Buy
2,872
+145
+5%
+$16.3K
0.23%
83
2023
Q3
$299K
Hold
2,727
–
–
0.21%
87
2023
Q2
$313K
Sell
2,727
-137
-5%
-$15K
0.22%
82
2023
Q1
$315K
Buy
2,864
+92
+3%
+$10.4K
0.23%
81
2022
Q4
$300K
Sell
2,772
-6,677
-71%
-$734K
0.22%
82
2022
Q3
$961K
Sell
9,449
-125
-1%
-$14K
0.76%
45
2022
Q2
$1.01M
Sell
9,574
-824
-8%
-$93.4K
0.73%
49
2022
Q1
$1.3M
Sell
10,398
-585
-5%
-$73.7K
0.86%
41
2021
Q4
$1.52M
Sell
10,983
-52
-0.5%
-$7.08K
0.92%
37
2021
Q3
$1.44M
Buy
11,035
+91
+0.8%
+$12K
0.88%
34
2021
Q2
$1.45M
Buy
10,944
+338
+3%
+$44K
0.88%
35
2021
Q1
$1.36M
Sell
10,606
-374
-3%
-$47.5K
0.88%
36
2020
Q4
$1.25M
Sell
10,980
-724
-6%
-$73.8K
0.88%
35
2020
Q3
$1.03M
Sell
11,704
-762
-6%
-$68.2K
0.73%
39
2020
Q2
$1.06M
Sell
12,466
-448
-3%
-$34.9K
0.8%
36
2020
Q1
$890K
Sell
12,914
-1,324
-9%
-$117K
0.76%
36
2019
Q4
$1.38M
Buy
+14,238
New
+$1.31M
0.89%
30
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1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
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$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
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
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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