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

Flagship Private Wealth’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
2021 Q3	–	Sell	-226	Closed	-$18.3K	–	167
2021 Q2	$18.3K	Hold	226	–	–	0.01%	199
2021 Q1	$18.1K	Hold	226	–	–	0.02%	181
2020 Q4	$16.7K	Buy	+226	New	+$15.1K	0.02%	194

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Flagship Private Wealth's IJK Position: Q3 2021 in Review

Flagship Private Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2021, closing a stake of 226 shares — an estimated $18.3K sold.

Flagship Private Wealth first reported a position in IJK in Q4 2020 and held it in 3 quarters. The position peaked at $18.3K in Q2 2021. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Flagship Private Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
Flagship Private Wealth sold 226 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $18.3K.
Flagship Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 3 quarters.
Flagship Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $18.3K in Q2 2021.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.