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

Bell Rock Capital’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	-936	Closed	-$55K	–	172
2019 Q4	$55K	Hold	936	–	–	0.05%	209
2019 Q3	$52K	Hold	936	–	–	0.05%	204
2019 Q2	$52K	Buy	936 +4	+0.4%	+$222	0.05%	197
2019 Q1	$52K	Hold	932	–	–	0.03%	233
2018 Q4	$45K	Sell	932 -4	-0.4%	-$209	0.03%	238
2018 Q3	$54K	Buy	936 +8	+0.9%	+$464	0.03%	245
2018 Q2	$52K	Buy	928 +20	+2%	+$1.12K	0.03%	251
2018 Q1	$51K	Buy	908 +4	+0.4%	+$221	0.03%	252
2017 Q4	$48K	Hold	904	–	–	0.03%	250
2017 Q3	$46K	Buy	904 +4	+0.4%	+$197	0.03%	244
2017 Q2	$45K	Hold	900	–	–	0.03%	235
2017 Q1	$44K	Sell	900 -4	-0.4%	-$189	0.04%	201
2016 Q4	$43K	Buy	+904	New	+$39.8K	0.05%	193

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Bell Rock Capital's IJK Position: Q1 2020 in Review

Bell Rock Capital sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 936 shares — an estimated $55K sold.

Bell Rock Capital first reported a position in IJK in Q4 2016 and held it in 13 quarters. The position peaked at $55K in Q4 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

Bell Rock Capital reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 936 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $55K.
Bell Rock Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and held it in 13 quarters.
Bell Rock Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $55K in Q4 2019.
552 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.