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

Executive 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 Q3	–	Sell	-1,236	Closed	-$70K	–	439
2019 Q2	$70K	Buy	1,236 +4	+0.3%	+$222	0.01%	249
2019 Q1	$67K	Hold	1,232	–	–	0.01%	232
2018 Q4	$59K	Buy	+1,232	New	+$64.5K	0.01%	255

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Executive Wealth Management's IJK Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2019, closing a stake of 1,236 shares — an estimated $70K sold.

Executive Wealth Management first reported a position in IJK in Q4 2018 and held it in 3 quarters. The position peaked at $70K in Q2 2019. 527 funds tracked by Wall St. Rank hold IJK as of Q3 2019.

Executive Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 1,236 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2019, an estimated $70K.
Executive Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $70K in Q2 2019.
527 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.