EWP
IJK icon

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

Engrave Wealth Partners’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
Q3 		– Sell
-72
Closed -$4K – 233
2020
Q2 		$4K Hold
72
– – ﹤0.01% 336
2020
Q1 		$3K Hold
72
– – ﹤0.01% 319
2019
Q4 		$4K Buy
+72
New +$4.13K ﹤0.01% 366

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Engrave Wealth Partners's IJK Position: Q3 2020 in Review

Engrave Wealth Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2020, closing a stake of 72 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in IJK in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 585 funds tracked by Wall St. Rank hold IJK as of Q3 2020.

  • Engrave Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 72 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2020, an estimated $4K.
  • Engrave Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4K in Q2 2020.
  • 585 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.