Fort Pitt Capital Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Fort Pitt Capital Group’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 Q4	–	Sell	-5,276	Closed	-$315K	–	369
2020 Q3	$315K	Sell	5,276 -100	-2%	-$5.95K	0.02%	111
2020 Q2	$301K	Sell	5,376 -384	-7%	-$19.9K	0.02%	137
2020 Q1	$257K	Buy	5,760 +384	+7%	+$21.1K	0.02%	145
2019 Q4	$320K	Buy	5,376 +100	+2%	+$5.73K	0.02%	126
2019 Q3	$295K	Hold	5,276	–	–	0.02%	127
2019 Q2	$298K	Buy	5,276 +1,360	+35%	+$75.4K	0.02%	107
2019 Q1	$214K	Sell	3,916 -1,900	-33%	-$100K	0.02%	130
2018 Q4	$278K	Buy	5,816 +540	+10%	+$28.3K	0.02%	136
2018 Q3	$307K	Hold	5,276	–	–	0.02%	105
2018 Q2	$296K	Hold	5,276	–	–	0.02%	105
2018 Q1	$288K	Hold	5,276	–	–	0.02%	108
2017 Q4	$285K	Hold	5,276	–	–	0.02%	105
2017 Q3	$267K	Sell	5,276 -480	-8%	-$23.7K	0.02%	104
2017 Q2	$283K	Hold	5,756	–	–	0.03%	95
2017 Q1	$275K	Hold	5,756	–	–	0.03%	91
2016 Q4	$262K	Hold	5,756	–	–	0.03%	100
2016 Q3	$251K	Hold	5,756	–	–	0.03%	90
2016 Q2	$243K	Hold	5,756	–	–	0.03%	92
2016 Q1	$234K	Hold	5,756	–	–	0.03%	91
2015 Q4	$232K	Hold	5,756	–	–	0.03%	94
2015 Q3	$226K	Hold	5,756	–	–	0.03%	90
2015 Q2	$244K	Sell	5,756 -320	-5%	-$13.7K	0.03%	92
2015 Q1	$261K	Buy	+6,076	New	+$252K	0.03%	92
2014 Q3	–	Sell	-4	Closed	-$205	–	109
2014 Q2	$205	Buy	+4	New	+$151	0.03%	111

Other funds holding IJK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Fort Pitt Capital Group's IJK Position: Q4 2020 in Review

Fort Pitt Capital Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2020, closing a stake of 5,276 shares — an estimated $315K sold.

Fort Pitt Capital Group first reported a position in IJK in Q2 2014 and held it in 24 quarters. The position peaked at $320K in Q4 2019. 670 funds tracked by Wall St. Rank hold IJK as of Q4 2020.

Fort Pitt Capital Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2020 after selling out during the quarter.
Fort Pitt Capital Group sold 5,276 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2020, an estimated $315K.
Fort Pitt Capital Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2014 and held it in 24 quarters.
Fort Pitt Capital Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $320K in Q4 2019.
670 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2020.

Based on Fort Pitt Capital Group's 13F filing for Q4 2020, filed 23 Feb 2021.