Global Financial Private Capital’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Global Financial Private Capital’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
2019 Q2	–	Sell	-41,540	Closed	-$2.27M	–	514
2019 Q1	$2.27M	Sell	41,540 -788	-2%	-$41.6K	0.11%	172
2018 Q4	$2.02M	Sell	42,328 -9,904	-19%	-$518K	0.11%	170
2018 Q3	$3.04M	Sell	52,232 -4,896	-9%	-$284K	0.11%	166
2018 Q2	$3.21M	Buy	57,128 +8,152	+17%	+$456K	0.11%	153
2018 Q1	$2.67M	Buy	48,976 +4,552	+10%	+$252K	0.09%	161
2017 Q4	$2.4M	Buy	44,424 +12,300	+38%	+$649K	0.08%	165
2017 Q3	$1.63M	Buy	+32,124	New	+$1.58M	0.06%	203

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Financial Private Capital's IJK Position: Q2 2019 in Review

Global Financial Private Capital sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2019, closing a stake of 41,540 shares — an estimated $2.27M sold.

Global Financial Private Capital first reported a position in IJK in Q3 2017 and held it in 7 quarters. The position peaked at $3.21M in Q2 2018. 537 funds tracked by Wall St. Rank hold IJK as of Q2 2019.

Global Financial Private Capital reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2019 after selling out during the quarter.
Global Financial Private Capital sold 41,540 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2019, an estimated $2.27M.
Global Financial Private Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and held it in 7 quarters.
Global Financial Private Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.21M in Q2 2018.
537 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.