Fiduciary Trust International of Pennsylvania’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Fiduciary Trust International of Pennsylvania’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 Q1	$717K	Buy	+16,064	New	+$884K	0.03%	239
2019 Q4	–	Sell	-18,688	Closed	-$1.05M	–	345
2019 Q3	$1.05M	Hold	18,688	–	–	0.04%	230
2019 Q2	$1.06M	Buy	+18,688	New	+$1.04M	0.04%	233
2018 Q2	–	Sell	-14,816	Closed	-$809K	–	362
2018 Q1	$809K	Hold	14,816	–	–	0.04%	258
2017 Q4	$799K	Buy	+14,816	New	+$781K	0.04%	263
2017 Q3	–	Sell	-17,656	Closed	-$868K	–	364
2017 Q2	$868K	Buy	17,656 +1,520	+9%	+$73.9K	0.04%	252
2017 Q1	$770K	Hold	16,136	–	–	0.06%	179
2016 Q4	$735K	Sell	16,136 -620	-4%	-$27.3K	0.06%	178
2016 Q3	$732K	Hold	16,756	–	–	0.06%	182
2016 Q2	$708K	Hold	16,756	–	–	0.06%	189
2016 Q1	$681K	Sell	16,756 -400	-2%	-$15.3K	0.06%	185
2015 Q4	$690K	Hold	17,156	–	–	0.06%	176
2015 Q3	$674K	Sell	17,156 -1,108	-6%	-$46.3K	0.06%	171
2015 Q2	$774K	Sell	18,264 -564	-3%	-$24.2K	0.05%	236
2015 Q1	$807K	Hold	18,828	–	–	0.05%	195
2014 Q4	$752K	Sell	18,828 -60	-0.3%	-$2.33K	0.05%	200
2014 Q3	$715K	Sell	18,888 -1,064	-5%	-$41.2K	0.05%	204
2014 Q2	$784K	Sell	19,952 -2,380	-11%	-$90K	0.05%	197
2014 Q1	$854K	Buy	22,332 +344	+2%	+$12.9K	0.06%	189
2013 Q4	$826K	Buy	21,988 +80	+0.4%	+$2.89K	0.06%	194
2013 Q3	$762K	Buy	21,908 +2,800	+15%	+$95.2K	0.06%	191
2013 Q2	$615K	Buy	+19,108	New	+$620K	0.05%	196

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's IJK Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020: 16,064 shares worth $717K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in IJK as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in IJK in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.06M in Q2 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

Fiduciary Trust International of Pennsylvania held 16,064 shares of iShares S&P Mid-Cap 400 Growth ETF worth $717K as of Q1 2020.
iShares S&P Mid-Cap 400 Growth ETF was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #239 holding.
Fiduciary Trust International of Pennsylvania first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 22 quarters since.
Fiduciary Trust International of Pennsylvania's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.06M in Q2 2019.
552 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.