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WA
WFG Advisors’s
iShares S&P Small-Cap 600 Growth ETF
IJT
Stock Holding History
WFG Advisors’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
2017
Q2
$233K
Buy
2,984
+1,210
+68%
+$93K
0.05%
333
2017
Q1
$136K
Sell
1,774
-532
-23%
-$40.3K
0.04%
409
2016
Q4
$173K
Buy
2,306
+494
+27%
+$34.8K
0.04%
412
2016
Q3
$124K
Buy
1,812
+24
+1%
+$1.62K
0.03%
474
2016
Q2
$115K
Buy
1,788
+2
+0.1%
+$126
0.03%
468
2016
Q1
$111K
Buy
1,786
+432
+32%
+$25.2K
0.03%
447
2015
Q4
$84K
Sell
1,354
-370
-21%
-$23.5K
0.03%
518
2015
Q3
$104K
Hold
1,724
–
–
0.03%
456
2015
Q2
$113K
Buy
1,724
+404
+31%
+$26.4K
0.03%
502
2015
Q1
$86K
Sell
1,320
-136
-9%
-$8.52K
0.02%
576
2014
Q4
$89K
Sell
1,456
-200
-12%
-$11.7K
0.02%
674
2014
Q3
$93K
Buy
1,656
+714
+76%
+$41.7K
0.02%
694
2014
Q2
$57K
Buy
942
+504
+115%
+$29.2K
0.01%
856
2014
Q1
$26K
Sell
438
-1,024
-70%
-$60.2K
0.01%
1156
2013
Q4
$87K
Sell
1,462
-3,118
-68%
-$177K
0.01%
796
2013
Q3
$248K
Buy
4,580
+3,128
+215%
+$163K
0.04%
429
2013
Q2
$70K
Buy
+1,452
New
+$69.1K
0.01%
768
Other funds holding IJT
Morgan Stanley
New York
$1.66T AUM
25.57%
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
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
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
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
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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