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

Beam Wealth Advisors’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 Q2	–	Sell	-12,416	Closed	-$554K	–	147
2020 Q1	$554K	Buy	12,416 +2,060	+20%	+$113K	0.55%	62
2019 Q4	$617K	Buy	+10,356	New	+$594K	0.58%	51

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

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

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

Beam Wealth Advisors's IJK Position: Q2 2020 in Review

Beam Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2020, closing a stake of 12,416 shares — an estimated $554K sold.

Beam Wealth Advisors first reported a position in IJK in Q4 2019 and held it in 2 quarters. The position peaked at $617K in Q4 2019. 569 funds tracked by Wall St. Rank hold IJK as of Q2 2020.

Beam Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2020 after selling out during the quarter.
Beam Wealth Advisors sold 12,416 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2020, an estimated $554K.
Beam Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 2 quarters.
Beam Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $617K in Q4 2019.
569 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.