CCB
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Cutter & Co Brokerage’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Cutter & Co Brokerage’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
Q1 		– Sell
-4,068
Closed -$242K – 266
2019
Q4 		$242K Sell
4,068
-1,336
-25% -$76.6K 0.09% 202
2019
Q3 		$303K Sell
5,404
-1,760
-25% -$99K 0.1% 199
2019
Q2 		$405K Sell
7,164
-396
-5% -$22K 0.13% 172
2019
Q1 		$414K Buy
7,560
+212
+3% +$11.2K 0.12% 162
2018
Q4 		$351K Sell
7,348
-1,208
-14% -$63.2K 0.13% 161
2018
Q3 		$498K Buy
8,556
+2,196
+35% +$127K 0.17% 131
2018
Q2 		$357K Buy
6,360
+340
+6% +$19K 0.14% 154
2018
Q1 		$329K Sell
6,020
-268
-4% -$14.8K 0.13% 158
2017
Q4 		$339K Buy
6,288
+20
+0.3% +$1.05K 0.14% 143
2017
Q3 		$317K Sell
6,268
-1,156
-16% -$57K 0.13% 165
2017
Q2 		$365K Buy
7,424
+424
+6% +$20.6K 0.14% 154
2017
Q1 		$334K Buy
7,000
+12
+0.2% +$566 0.14% 159
2016
Q4 		$318K Sell
6,988
-4,288
-38% -$189K 0.13% 151
2016
Q3 		$493K Buy
11,276
+3,632
+48% +$159K 0.21% 99
2016
Q2 		$323K Sell
7,644
-4,068
-35% -$169K 0.14% 140
2016
Q1 		$476K Sell
11,712
-5,316
-31% -$203K 0.22% 100
2015
Q4 		$685K Sell
17,028
-6,068
-26% -$248K 0.32% 80
2015
Q3 		$907K Buy
23,096
+3,660
+19% +$153K 0.45% 67
2015
Q2 		$824K Buy
19,436
+5,572
+40% +$239K 0.33% 89
2015
Q1 		$594K Buy
13,864
+7,852
+131% +$325K 0.24% 111
2014
Q4 		$240K Buy
+6,012
New +$233K 0.09% 193

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cutter & Co Brokerage's IJK Position: Q1 2020 in Review

Cutter & Co Brokerage sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 4,068 shares — an estimated $242K sold.

Cutter & Co Brokerage first reported a position in IJK in Q4 2014 and held it in 21 quarters. The position peaked at $907K in Q3 2015. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

  • Cutter & Co Brokerage reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Cutter & Co Brokerage sold 4,068 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $242K.
  • Cutter & Co Brokerage first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and held it in 21 quarters.
  • Cutter & Co Brokerage's iShares S&P Mid-Cap 400 Growth ETF position peaked at $907K in Q3 2015.
  • 552 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Cutter & Co Brokerage's 13F filing for Q1 2020, filed 5 May 2020.