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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-504
Closed -$20K 1207
2015
Q4
$20K Buy
504
+64
+15% +$2.62K 0.01% 661
2015
Q3
$17K Sell
440
-88
-17% -$3.67K ﹤0.01% 735
2015
Q2
$22K Buy
+528
New +$22.6K 0.01% 709

Other funds holding IJK

Gupta Wealth Management's IJK Position: Q1 2016 in Review

Gupta Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2016, closing a stake of 504 shares — an estimated $20K sold.

Gupta Wealth Management first reported a position in IJK in Q2 2015 and held it in 3 quarters. The position peaked at $22K in Q2 2015. 333 funds tracked by Wall St. Rank hold IJK as of Q1 2016.

  • Gupta Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 504 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2016, an estimated $20K.
  • Gupta Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2015 and held it in 3 quarters.
  • Gupta Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $22K in Q2 2015.
  • 333 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.