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Founders Financial Securities’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Founders Financial Securities’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
Q1 		– Sell
-8,342
Closed -$602K – 258
2020
Q4 		$602K Buy
8,342
+182
+2% +$12.1K 0.14% 115
2020
Q3 		$488K Buy
+8,160
New +$486K 0.16% 92

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Founders Financial Securities's IJK Position: Q1 2021 in Review

Founders Financial Securities sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2021, closing a stake of 8,342 shares — an estimated $602K sold.

Founders Financial Securities first reported a position in IJK in Q3 2020 and held it in 2 quarters. The position peaked at $602K in Q4 2020. 650 funds tracked by Wall St. Rank hold IJK as of Q1 2021.

  • Founders Financial Securities reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Founders Financial Securities sold 8,342 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2021, an estimated $602K.
  • Founders Financial Securities first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 2 quarters.
  • Founders Financial Securities's iShares S&P Mid-Cap 400 Growth ETF position peaked at $602K in Q4 2020.
  • 650 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2021.

Based on Founders Financial Securities's 13F filing for Q1 2021, filed 14 May 2021.