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Edelman Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Edelman Financial Services’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
-2,036,896
Closed -$119M – 13
2018
Q3 		$119M Buy
2,036,896
+44,352
+2% +$2.57M 1.08% 13
2018
Q2 		$112M Buy
1,992,544
+39,656
+2% +$2.22M 1.06% 13
2018
Q1 		$107M Buy
1,952,888
+50,696
+3% +$2.8M 1.06% 13
2017
Q4 		$103M Buy
1,902,192
+20,168
+1% +$1.06M 1.04% 12
2017
Q3 		$95.2M Buy
1,882,024
+61,048
+3% +$3.01M 1.02% 12
2017
Q2 		$89.5M Buy
1,820,976
+36,100
+2% +$1.76M 1.02% 12
2017
Q1 		$85.2M Buy
1,784,876
+82,912
+5% +$3.91M 1% 12
2016
Q4 		$77.5M Buy
1,701,964
+46,532
+3% +$2.05M 0.97% 12
2016
Q3 		$72.3M Buy
1,655,432
+45,548
+3% +$2M 0.95% 12
2016
Q2 		$68.1M Buy
1,609,884
+55,668
+4% +$2.31M 0.93% 12
2016
Q1 		$63.2M Buy
1,554,216
+94,452
+6% +$3.61M 0.91% 12
2015
Q4 		$58.7M Buy
1,459,764
+72,280
+5% +$2.96M 0.89% 13
2015
Q3 		$54.5M Buy
1,387,484
+59,496
+4% +$2.48M 0.88% 12
2015
Q2 		$56.3M Buy
1,327,988
+29,764
+2% +$1.27M 0.87% 12
2015
Q1 		$55.7M Sell
1,298,224
-461,992
-26% -$19.1M 0.87% 12
2014
Q4 		$70.3M Buy
1,760,216
+79,292
+5% +$3.08M 1.15% 9
2014
Q3 		$63.6M Buy
1,680,924
+123,744
+8% +$4.8M 1.09% 9
2014
Q2 		$61.2M Buy
1,557,180
+120,776
+8% +$4.57M 1.06% 9
2014
Q1 		$54.9M Buy
1,436,404
+104,172
+8% +$3.92M 1.03% 9
2013
Q4 		$50M Buy
1,332,232
+122,672
+10% +$4.43M 0.99% 9
2013
Q3 		$42.1M Buy
1,209,560
+93,532
+8% +$3.18M 0.86% 11
2013
Q2 		$35.9M Buy
+1,116,028
New +$36.2M 0.79% 13

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
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

Edelman Financial Services's IJK Position: Q4 2018 in Review

Edelman Financial Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2018, closing a stake of 2,036,896 shares — an estimated $119M sold.

Edelman Financial Services first reported a position in IJK in Q2 2013 and held it in 22 quarters. The position peaked at $119M in Q3 2018. 521 funds tracked by Wall St. Rank hold IJK as of Q4 2018.

  • Edelman Financial Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 2,036,896 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2018, an estimated $119M.
  • Edelman Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $119M in Q3 2018.
  • 521 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.