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

Berman Capital 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
2021 Q2	–	Sell	-798	Closed	-$62K	–	1964
2021 Q1	$62K	Buy	798 +1	+0.1%	+$77	0.01%	410
2020 Q4	$57K	Sell	797 -283	-26%	-$18.9K	0.01%	377
2020 Q3	$64K	Buy	1,080 +4	+0.4%	+$238	0.02%	290
2020 Q2	$60K	Hold	1,076	–	–	0.02%	293
2020 Q1	$48K	Hold	1,076	–	–	0.02%	301
2019 Q4	$63K	Buy	1,076 +8	+0.7%	+$459	0.02%	285
2019 Q3	$59K	Buy	1,068 +4	+0.4%	+$225	0.02%	277
2019 Q2	$60K	Hold	1,064	–	–	0.02%	275
2019 Q1	$58K	Buy	1,064 +4	+0.4%	+$211	0.02%	253
2018 Q4	$50K	Buy	+1,060	New	+$55.5K	0.02%	250

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Berman Capital Advisors's IJK Position: Q2 2021 in Review

Berman Capital Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2021, closing a stake of 798 shares — an estimated $62K sold.

Berman Capital Advisors first reported a position in IJK in Q4 2018 and held it in 10 quarters. The position peaked at $64K in Q3 2020. 657 funds tracked by Wall St. Rank hold IJK as of Q2 2021.

Berman Capital Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2021 after selling out during the quarter.
Berman Capital Advisors sold 798 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $62K.
Berman Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 10 quarters.
Berman Capital Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $64K in Q3 2020.
657 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.