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

Capital 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
2019 Q1	–	Sell	-60,272	Closed	-$2.88M	–	37
2018 Q4	$2.88M	Sell	60,272 -248	-0.4%	-$13K	3.15%	11
2018 Q3	$3.52M	Sell	60,520 -928	-2%	-$53.9K	3.09%	10
2018 Q2	$3.45M	Sell	61,448 -624	-1%	-$34.9K	3.14%	12
2018 Q1	$3.39M	Sell	62,072 -1,632	-3%	-$90.2K	3.17%	10
2017 Q4	$3.44M	Buy	+63,704	New	+$3.36M	2.97%	12

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Wealth Management's IJK Position: Q1 2019 in Review

Capital Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2019, closing a stake of 60,272 shares — an estimated $2.88M sold.

Capital Wealth Management first reported a position in IJK in Q4 2017 and held it in 5 quarters. The position peaked at $3.52M in Q3 2018. 535 funds tracked by Wall St. Rank hold IJK as of Q1 2019.

Capital Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2019 after selling out during the quarter.
Capital Wealth Management sold 60,272 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2019, an estimated $2.88M.
Capital Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 5 quarters.
Capital Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.52M in Q3 2018.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2019.

Based on Capital Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.