Enterprise Financial Services Corp (EFSC)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q3	–	Sell	-685	Closed	-$55K	–	771
2021 Q2	$55K	Sell	685 -903	-57%	-$72.5K	0.01%	365
2021 Q1	$124K	Hold	1,588	–	–	0.02%	270
2020 Q4	$115K	Sell	1,588 -156	-9%	-$10.4K	0.02%	258
2020 Q3	$104K	Sell	1,744 -80	-4%	-$4.76K	0.02%	276
2020 Q2	$102K	Sell	1,824 -4	-0.2%	-$208	0.02%	272
2020 Q1	$82K	Sell	1,828 -16	-0.9%	-$880	0.02%	284
2019 Q4	$110K	Sell	1,844 -92	-5%	-$5.27K	0.02%	283
2019 Q3	$108K	Hold	1,936	–	–	0.02%	274
2019 Q2	$110K	Sell	1,936 -1,540	-44%	-$85.4K	0.02%	289
2019 Q1	$190K	Sell	3,476 -368	-10%	-$19.4K	0.04%	231
2018 Q4	$183K	Sell	3,844 -756	-16%	-$39.6K	0.12%	127
2018 Q3	$268K	Sell	4,600 -1,520	-25%	-$88.2K	0.14%	116
2018 Q2	$344K	Sell	6,120 -80	-1%	-$4.47K	0.17%	102
2018 Q1	$338K	Hold	6,200	–	–	0.17%	105
2017 Q4	$334K	Hold	6,200	–	–	0.16%	110
2017 Q3	$313K	Hold	6,200	–	–	0.15%	112
2017 Q2	$305K	Buy	6,200 +204	+3%	+$9.92K	0.15%	112
2017 Q1	$286K	Hold	5,996	–	–	0.14%	116
2016 Q4	$273K	Sell	5,996 -108	-2%	-$4.75K	0.14%	113
2016 Q3	$267K	Hold	6,104	–	–	0.15%	109
2016 Q2	$258K	Buy	6,104 +1,140	+23%	+$47.3K	0.15%	103
2016 Q1	$202K	Buy	4,964 +1,000	+25%	+$38.2K	0.12%	120
2015 Q4	$160K	Sell	3,964 -604	-13%	-$24.7K	0.09%	136
2015 Q3	$179K	Hold	4,568	–	–	0.11%	122
2015 Q2	$194K	Hold	4,568	–	–	0.11%	123
2015 Q1	$196K	Hold	4,568	–	–	0.12%	130
2014 Q4	$182K	Hold	4,568	–	–	0.11%	133
2014 Q3	$173K	Hold	4,568	–	–	0.11%	133
2014 Q2	$179K	Hold	4,568	–	–	0.11%	132
2014 Q1	$175K	Hold	4,568	–	–	0.11%	131
2013 Q4	$172K	Buy	4,568 +2,920	+177%	+$105K	0.1%	131
2013 Q3	$57K	Buy	1,648 +516	+46%	+$17.6K	0.04%	220
2013 Q2	$36K	Buy	+1,132	New	+$36.7K	0.02%	238

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DADC

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

Enterprise Financial Services Corp (EFSC)'s IJK Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2021, closing a stake of 685 shares — an estimated $55K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IJK in Q2 2013 and held it in 33 quarters. The position peaked at $344K in Q2 2018. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 685 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $55K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 33 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $344K in Q2 2018.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.