FDx Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

FDx Advisors’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	-15,400	Closed	-$871K	–	711
2019 Q2	$871K	Sell	15,400 -1,032	-6%	-$57.2K	0.03%	360
2019 Q1	$900K	Buy	+16,432	New	+$867K	0.04%	323
2018 Q4	–	Sell	-28,896	Closed	-$1.68M	–	669
2018 Q3	$1.68M	Sell	28,896 -3,008	-9%	-$175K	0.06%	237
2018 Q2	$1.79M	Buy	31,904 +120	+0.4%	+$6.71K	0.06%	246
2018 Q1	$1.74M	Buy	31,784 +2,860	+10%	+$158K	0.05%	326
2017 Q4	$1.56M	Sell	28,924 -448	-2%	-$23.6K	0.04%	403
2017 Q3	$1.49M	Buy	29,372 +992	+3%	+$48.9K	0.04%	414
2017 Q2	$1.4M	Sell	28,380 -23,660	-45%	-$1.15M	0.04%	424
2017 Q1	$2.48M	Buy	52,040 +148	+0.3%	+$6.98K	0.08%	244
2016 Q4	$2.36M	Sell	51,892 -12,864	-20%	-$566K	0.07%	253
2016 Q3	$2.83M	Buy	64,756 +24,748	+62%	+$1.09M	0.12%	142
2016 Q2	$1.69M	Buy	+40,008	New	+$1.66M	0.08%	234
2015 Q4	–	Sell	-10,980	Closed	-$431K	–	889
2015 Q3	$431K	Sell	10,980 -2,864	-21%	-$120K	0.04%	505
2015 Q2	$587K	Buy	13,844 +9,044	+188%	+$387K	0.03%	519
2015 Q1	$206K	Buy	+4,800	New	+$199K	﹤0.01%	1439

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

FDx Advisors's IJK Position: Q3 2019 in Review

FDx Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2019, closing a stake of 15,400 shares — an estimated $871K sold.

FDx Advisors first reported a position in IJK in Q1 2015 and held it in 15 quarters. The position peaked at $2.83M in Q3 2016. 527 funds tracked by Wall St. Rank hold IJK as of Q3 2019.

FDx Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 15,400 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2019, an estimated $871K.
FDx Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and held it in 15 quarters.
FDx Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.83M in Q3 2016.
527 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.