FGC
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Financial Gravity Companies’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-180
Closed -$10K – 1510
2017
Q4 		$10K Buy
+180
New +$9.49K 0.01% 569

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Gravity Companies's IJK Position: Q1 2018 in Review

Financial Gravity Companies sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2018, closing a stake of 180 shares — an estimated $10K sold.

Financial Gravity Companies first reported a position in IJK in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 481 funds tracked by Wall St. Rank hold IJK as of Q1 2018.

  • Financial Gravity Companies reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 180 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2018, an estimated $10K.
  • Financial Gravity Companies first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's iShares S&P Mid-Cap 400 Growth ETF position peaked at $10K in Q4 2017.
  • 481 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.