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

Axa’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 		– Sell
-214,640
Closed -$12M – 1244
2019
Q3 		$12M Sell
214,640
-4,800
-2% -$270K 0.05% 416
2019
Q2 		$12.4M Hold
219,440
– – 0.05% 418
2019
Q1 		$12M Buy
219,440
+51,200
+30% +$2.7M 0.05% 413
2018
Q4 		$8.04M Buy
168,240
+17,600
+12% +$921K 0.04% 479
2018
Q3 		$8.77M Buy
150,640
+45,600
+43% +$2.65M 0.03% 513
2018
Q2 		$5.9M Sell
105,040
-62,400
-37% -$3.49M 0.02% 614
2018
Q1 		$9.14M Buy
167,440
+138,400
+477% +$7.65M 0.04% 471
2017
Q4 		$1.57M Hold
29,040
– – 0.01% 910
2017
Q3 		$1.47M Buy
29,040
+20,800
+252% +$1.03M 0.01% 880
2017
Q2 		$405K Sell
8,240
-8,400
-50% -$408K ﹤0.01% 1090
2017
Q1 		$794K Hold
16,640
– – ﹤0.01% 976
2016
Q4 		$758K Sell
16,640
-50,800
-75% -$2.24M ﹤0.01% 963
2016
Q3 		$2.95M Hold
67,440
– – 0.01% 674
2016
Q2 		$2.85M Sell
67,440
-22,000
-25% -$912K 0.01% 674
2016
Q1 		$3.64M Sell
89,440
-142,560
-61% -$5.44M 0.02% 633
2015
Q4 		$9.34M Hold
232,000
– – 0.04% 400
2015
Q3 		$9.11M Hold
232,000
– – 0.04% 405
2015
Q2 		$9.83M Buy
232,000
+54,400
+31% +$2.33M 0.04% 427
2015
Q1 		$7.62M Buy
177,600
+166,800
+1,544% +$6.91M 0.03% 464
2014
Q4 		$431K Sell
10,800
-2,800
-21% -$109K ﹤0.01% 1131
2014
Q3 		$515K Hold
13,600
– – ﹤0.01% 1060
2014
Q2 		$534K Hold
13,600
– – ﹤0.01% 1055
2014
Q1 		$520K Hold
13,600
– – ﹤0.01% 1058
2013
Q4 		$511K Hold
13,600
– – ﹤0.01% 1059
2013
Q3 		$473K Hold
13,600
– – ﹤0.01% 1012
2013
Q2 		$438K Buy
+13,600
New +$441K ﹤0.01% 990

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Axa's IJK Position: Q4 2019 in Review

Axa sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2019, closing a stake of 214,640 shares — an estimated $12M sold.

Axa first reported a position in IJK in Q2 2013 and held it in 26 quarters. The position peaked at $12.4M in Q2 2019. 617 funds tracked by Wall St. Rank hold IJK as of Q4 2019.

  • Axa reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 214,640 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2019, an estimated $12M.
  • Axa first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 26 quarters.
  • Axa's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12.4M in Q2 2019.
  • 617 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.