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

Elmwood 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
2020 Q2	–	Sell	-240	Closed	-$13.1K	–	298
2020 Q1	$13.1K	Buy	+240	New	+$13.2K	0.01%	179
2018 Q4	–	Sell	-240	Closed	-$14K	–	299
2018 Q3	$14K	Hold	240	–	–	0.01%	188
2018 Q2	$13.5K	Hold	240	–	–	0.01%	187
2018 Q1	$13.1K	Buy	+240	New	+$13.3K	0.01%	179

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Elmwood Wealth Management's IJK Position: Q2 2020 in Review

Elmwood Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2020, closing a stake of 240 shares — an estimated $13.1K sold.

Elmwood Wealth Management first reported a position in IJK in Q1 2018 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 569 funds tracked by Wall St. Rank hold IJK as of Q2 2020.

Elmwood Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 240 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2020, an estimated $13.1K.
Elmwood Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 4 quarters.
Elmwood Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $14K in Q3 2018.
569 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.