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

Edge 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 Q4	–	Sell	-220	Closed	-$12K	–	619
2019 Q3	$12K	Hold	220	–	–	﹤0.01%	392
2019 Q2	$12K	Hold	220	–	–	﹤0.01%	401
2019 Q1	$12K	Hold	220	–	–	﹤0.01%	385
2018 Q4	$11K	Hold	220	–	–	﹤0.01%	393
2018 Q3	$13K	Hold	220	–	–	﹤0.01%	411
2018 Q2	$12K	Hold	220	–	–	﹤0.01%	397
2018 Q1	$12K	Hold	220	–	–	﹤0.01%	362
2017 Q4	$11K	Hold	220	–	–	﹤0.01%	367
2017 Q3	$11K	Hold	220	–	–	﹤0.01%	354
2017 Q2	$11K	Hold	220	–	–	﹤0.01%	357
2017 Q1	$11K	Hold	220	–	–	﹤0.01%	340
2016 Q4	$10K	Hold	220	–	–	﹤0.01%	336
2016 Q3	$10K	Hold	220	–	–	﹤0.01%	333
2016 Q2	$9K	Hold	220	–	–	﹤0.01%	325
2016 Q1	$9K	Sell	220 -280	-56%	-$10.7K	﹤0.01%	294
2015 Q4	$20K	Buy	+500	New	+$20.5K	0.01%	240

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Edge Wealth Management's IJK Position: Q4 2019 in Review

Edge Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2019, closing a stake of 220 shares — an estimated $12K sold.

Edge Wealth Management first reported a position in IJK in Q4 2015 and held it in 16 quarters. The position peaked at $20K in Q4 2015. 617 funds tracked by Wall St. Rank hold IJK as of Q4 2019.

Edge Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2019 after selling out during the quarter.
Edge Wealth Management sold 220 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2019, an estimated $12K.
Edge Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and held it in 16 quarters.
Edge Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $20K in Q4 2015.
617 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2019.

Based on Edge Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.