D.B. Root & Company’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

D.B. Root & Company’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
2018 Q4	–	Sell	-3,464	Closed	-$202K	–	202
2018 Q3	$202K	Sell	3,464 -188	-5%	-$10.9K	0.09%	204
2018 Q2	$205K	Buy	+3,652	New	+$204K	0.1%	198

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

D.B. Root & Company's IJK Position: Q4 2018 in Review

D.B. Root & Company sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2018, closing a stake of 3,464 shares — an estimated $202K sold.

D.B. Root & Company first reported a position in IJK in Q2 2018 and held it in 2 quarters. The position peaked at $205K in Q2 2018. 521 funds tracked by Wall St. Rank hold IJK as of Q4 2018.

D.B. Root & Company reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2018 after selling out during the quarter.
D.B. Root & Company sold 3,464 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2018, an estimated $202K.
D.B. Root & Company first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and held it in 2 quarters.
D.B. Root & Company's iShares S&P Mid-Cap 400 Growth ETF position peaked at $205K in Q2 2018.
521 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2018.

Based on D.B. Root & Company's 13F filing for Q4 2018, filed 24 Jan 2019.