Financial Architects (New Jersey)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Financial Architects (New Jersey)’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	-800	Closed	-$45K	–	495
2020 Q2	$45K	Hold	800	–	–	0.01%	435
2020 Q1	$36K	Hold	800	–	–	0.01%	423
2019 Q4	$48K	Hold	800	–	–	0.01%	437
2019 Q3	$45K	Hold	800	–	–	0.01%	458
2019 Q2	$45K	Hold	800	–	–	0.01%	534
2019 Q1	$44K	Hold	800	–	–	0.01%	642
2018 Q4	$38K	Sell	800 -1,200	-60%	-$62.8K	0.01%	618
2018 Q3	$116K	Hold	2,000	–	–	0.02%	428
2018 Q2	$112K	Hold	2,000	–	–	0.02%	388
2018 Q1	$109K	Sell	2,000 -400	-17%	-$22.1K	0.02%	434
2017 Q4	$129K	Hold	2,400	–	–	0.02%	440
2017 Q3	$121K	Hold	2,400	–	–	0.02%	459
2017 Q2	$118K	Hold	2,400	–	–	0.02%	449
2017 Q1	$115K	Hold	2,400	–	–	0.02%	431
2016 Q4	$109K	Hold	2,400	–	–	0.03%	379
2016 Q3	$105K	Hold	2,400	–	–	0.03%	388
2016 Q2	$101K	Hold	2,400	–	–	0.03%	369
2016 Q1	$98K	Buy	+2,400	New	+$91.6K	0.04%	285
2015 Q3	–	Sell	-2,400	Closed	-$102K	–	539
2015 Q2	$102K	Sell	2,400 -1,044	-30%	-$44.7K	0.04%	301
2015 Q1	$148K	Buy	3,444 +1,044	+44%	+$43.2K	0.06%	236
2014 Q4	$96K	Hold	2,400	–	–	0.04%	252
2014 Q3	$91K	Hold	2,400	–	–	0.04%	236
2014 Q2	$94K	Buy	+2,400	New	+$90.7K	0.05%	237
2013 Q4	–	Sell	-2,400	Closed	-$84K	–	348
2013 Q3	$84K	Hold	2,400	–	–	0.05%	199
2013 Q2	$78K	Buy	+2,400	New	+$77.9K	0.06%	192

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Financial Architects (New Jersey)'s IJK Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2020, closing a stake of 800 shares — an estimated $45K sold.

Financial Architects (New Jersey) first reported a position in IJK in Q2 2013 and held it in 25 quarters. The position peaked at $148K in Q1 2015. 585 funds tracked by Wall St. Rank hold IJK as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 800 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2020, an estimated $45K.
Financial Architects (New Jersey) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $148K in Q1 2015.
585 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.