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

Campbell Wealth Management’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
Q3 		– Sell
-420
Closed -$24K – 193
2020
Q2 		$24K Buy
+420
New +$21.8K ﹤0.01% 201

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
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

Campbell Wealth Management's IJK Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2020, closing a stake of 420 shares — an estimated $24K sold.

Campbell Wealth Management first reported a position in IJK in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 585 funds tracked by Wall St. Rank hold IJK as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 420 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2020, an estimated $24K.
  • Campbell Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $24K in Q2 2020.
  • 585 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.