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

Bridge Advisory’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 Q1	–	Sell	-9,448	Closed	-$682K	–	81
2020 Q4	$682K	Buy	+9,448	New	+$630K	0.32%	43

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 $374B AUM 17.66% 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

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

Bridge Advisory's IJK Position: Q1 2021 in Review

Bridge Advisory sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2021, closing a stake of 9,448 shares — an estimated $682K sold.

Bridge Advisory first reported a position in IJK in Q4 2020 and held it in 1 quarter. The position peaked at $682K in Q4 2020. 650 funds tracked by Wall St. Rank hold IJK as of Q1 2021.

Bridge Advisory reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2021 after selling out during the quarter.
Bridge Advisory sold 9,448 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2021, an estimated $682K.
Bridge Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 1 quarter.
Bridge Advisory's iShares S&P Mid-Cap 400 Growth ETF position peaked at $682K in Q4 2020.
650 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2021.

Based on Bridge Advisory's 13F filing for Q1 2021, filed 6 May 2021.