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

Advisor Group’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
2019 Q4	$6.9M	Sell	115,756 -30,752	-21%	-$1.76M	0.05%	322
2019 Q3	$8.21M	Sell	146,508 -4,672	-3%	-$263K	0.06%	272
2019 Q2	$8.56M	Buy	151,180 +5,228	+4%	+$290K	0.07%	254
2019 Q1	$8M	Sell	145,952 -23,184	-14%	-$1.22M	0.07%	260
2018 Q4	$8.09M	Sell	169,136 -5,684	-3%	-$298K	0.08%	213
2018 Q3	$10.2M	Buy	174,820 +21,936	+14%	+$1.27M	0.1%	175
2018 Q2	$8.59M	Sell	152,884 -57,728	-27%	-$3.23M	0.12%	161
2018 Q1	$11.5M	Buy	210,612 +101,244	+93%	+$5.6M	0.16%	126
2017 Q4	$5.9M	Sell	109,368 -5,120	-4%	-$270K	0.08%	223
2017 Q3	$5.79M	Buy	114,488 +12,292	+12%	+$606K	0.09%	198
2017 Q2	$5.02M	Buy	102,196 +15,060	+17%	+$732K	0.09%	224
2017 Q1	$4.16M	Buy	87,136 +24,616	+39%	+$1.16M	0.08%	246
2016 Q4	$2.85M	Sell	62,520 -17,892	-22%	-$788K	0.06%	313
2016 Q3	$3.51M	Buy	80,412 +42,384	+111%	+$1.86M	0.08%	262
2016 Q2	$1.61M	Buy	+38,028	New	+$1.58M	0.04%	445

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisor Group's IJK Position: Q4 2019 in Review

Advisor Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 21% in Q4 2019, selling an estimated $1.76M and leaving 115,756 shares worth $6.9M. The position accounts for 0.05% of the portfolio, ranked #322.

Advisor Group first reported a position in IJK in Q2 2016 and has held it in 15 quarters since. The position peaked at $11.5M in Q1 2018. 617 funds tracked by Wall St. Rank hold IJK as of Q4 2019.

Advisor Group held 115,756 shares of iShares S&P Mid-Cap 400 Growth ETF worth $6.9M as of Q4 2019.
Advisor Group sold 30,752 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2019, an estimated $1.76M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Advisor Group's portfolio in Q4 2019, its #322 holding.
Advisor Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $11.5M in Q1 2018.
617 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.