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

BKS 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
2018 Q4	–	Sell	-3,440	Closed	-$200K	–	214
2018 Q3	$200K	Buy	+3,440	New	+$200K	0.07%	209
2016 Q4	–	Sell	-3,440	Closed	-$150K	–	203
2016 Q3	$150K	Buy	+3,440	New	+$151K	0.07%	183

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BKS Advisors's IJK Position: Q4 2018 in Review

BKS Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2018, closing a stake of 3,440 shares — an estimated $200K sold.

BKS Advisors first reported a position in IJK in Q3 2016 and held it in 2 quarters. The position peaked at $200K in Q3 2018. 521 funds tracked by Wall St. Rank hold IJK as of Q4 2018.

BKS Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2018 after selling out during the quarter.
BKS Advisors sold 3,440 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2018, an estimated $200K.
BKS Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2016 and held it in 2 quarters.
BKS Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $200K in Q3 2018.
521 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2018.

Based on BKS Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.