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

Appleton Partners’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 Q3	–	Sell	-3,540	Closed	-$200K	–	283
2019 Q2	$200K	Buy	+3,540	New	+$196K	0.02%	274
2018 Q4	–	Sell	-3,540	Closed	-$206K	–	257
2018 Q3	$206K	Sell	3,540 -124	-3%	-$7.2K	0.03%	252
2018 Q2	$206K	Buy	+3,664	New	+$205K	0.03%	255
2018 Q1	–	Sell	-3,864	Closed	-$208K	–	261
2017 Q4	$208K	Buy	+3,864	New	+$204K	0.03%	252

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Appleton Partners's IJK Position: Q3 2019 in Review

Appleton Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2019, closing a stake of 3,540 shares — an estimated $200K sold.

Appleton Partners first reported a position in IJK in Q4 2017 and held it in 4 quarters. The position peaked at $208K in Q4 2017. 527 funds tracked by Wall St. Rank hold IJK as of Q3 2019.

Appleton Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2019 after selling out during the quarter.
Appleton Partners sold 3,540 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2019, an estimated $200K.
Appleton Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 4 quarters.
Appleton Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $208K in Q4 2017.
527 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2019.

Based on Appleton Partners's 13F filing for Q3 2019, filed 4 Nov 2019.