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
WSTAM
Wilbanks Smith & Thomas Asset Management’s
iShares S&P Small-Cap 600 Growth ETF
IJT
Stock Holding History
Wilbanks Smith & Thomas 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
2018
Q4
–
Sell
-1,790
Closed
-$180K
–
809
2018
Q3
$180K
Buy
+1,790
New
+$180K
0.01%
415
2017
Q2
–
Sell
-2,690
Closed
-$206K
–
342
2017
Q1
$206K
Sell
2,690
-70
-3%
-$5.3K
0.02%
306
2016
Q4
$207K
Buy
+2,760
New
+$195K
0.02%
281
2015
Q2
–
Sell
-5,852
Closed
-$381K
–
313
2015
Q1
$381K
Buy
5,852
+842
+17%
+$52.8K
0.04%
201
2014
Q4
$307K
Buy
5,010
+270
+6%
+$15.8K
0.03%
231
2014
Q3
$267K
Buy
4,740
+630
+15%
+$36.8K
0.03%
237
2014
Q2
$248K
Sell
4,110
-30
-0.7%
-$1.74K
0.03%
252
2014
Q1
$246K
Buy
4,140
+440
+12%
+$25.8K
0.03%
245
2013
Q4
$219K
Buy
+3,700
New
+$211K
0.03%
259
Other funds holding IJT
Morgan Stanley
New York
$1.66T AUM
25.57%
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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
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
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
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