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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-932
Closed -$57K 568
2019
Q4
$57K Buy
+932
New +$53.4K 0.01% 424

Other funds holding IJK

Capital Asset Advisory Services's IJK Position: Q1 2020 in Review

Capital Asset Advisory Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 932 shares — an estimated $57K sold.

Capital Asset Advisory Services first reported a position in IJK in Q4 2019 and held it in 1 quarter. The position peaked at $57K in Q4 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

  • Capital Asset Advisory Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Asset Advisory Services sold 932 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $57K.
  • Capital Asset Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Capital Asset Advisory Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $57K 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 Capital Asset Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.