1776 Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

1776 Wealth’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-144	Closed	-$8K	–	203
2020 Q2	$8K	Sell	144 -144	-50%	-$7.48K	0.01%	292
2020 Q1	$14K	Buy	288 +144	+100%	+$7.92K	0.01%	301
2019 Q4	$8K	Buy	+144	New	+$8.25K	0.01%	297

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

1776 Wealth's IJK Position: Q3 2020 in Review

1776 Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2020, closing a stake of 144 shares — an estimated $8K sold.

1776 Wealth first reported a position in IJK in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q1 2020. 585 funds tracked by Wall St. Rank hold IJK as of Q3 2020.

1776 Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 144 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2020, an estimated $8K.
1776 Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 3 quarters.
1776 Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $14K in Q1 2020.
585 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.