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

Acima Private 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 Q1	–	Sell	-1,408	Closed	-$77.5K	–	277
2019 Q4	$84K	Hold	1,408	–	–	0.06%	168
2019 Q3	$78K	Hold	1,408	–	–	0.06%	170
2019 Q2	$80K	Hold	1,408	–	–	0.06%	159
2019 Q1	$77K	Sell	1,408 -14,496	-91%	-$765K	0.07%	159
2018 Q4	$760K	Buy	+15,904	New	+$832K	0.74%	29

Other funds holding IJK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Acima Private Wealth's IJK Position: Q1 2020 in Review

Acima Private Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 1,408 shares — an estimated $77.5K sold.

Acima Private Wealth first reported a position in IJK in Q4 2018 and held it in 5 quarters. The position peaked at $760K in Q4 2018. 551 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

Acima Private Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
Acima Private Wealth sold 1,408 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $77.5K.
Acima Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 5 quarters.
Acima Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $760K in Q4 2018.
551 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Acima Private Wealth's 13F filing for Q1 2020, filed 1 May 2020.