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

Divergent Wealth Advisors’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	-700	Closed	-$39K	–	80
2018 Q3	$39K	Sell	700 -176	-20%	-$10.2K	0.01%	76
2018 Q2	$49K	Hold	876	–	–	0.02%	62
2018 Q1	$48K	Buy	+876	New	+$48.4K	0.02%	64

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

Divergent Wealth Advisors's IJK Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2018, closing a stake of 700 shares — an estimated $39K sold.

Divergent Wealth Advisors first reported a position in IJK in Q1 2018 and held it in 3 quarters. The position peaked at $49K in Q2 2018. 521 funds tracked by Wall St. Rank hold IJK as of Q4 2018.

Divergent Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2018 after selling out during the quarter.
Divergent Wealth Advisors sold 700 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2018, an estimated $39K.
Divergent Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 3 quarters.
Divergent Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $49K 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 Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.