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

HighMark Wealth Management’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 Q2	–	Sell	-36	Closed	-$3K	–	513
2021 Q1	$3K	Sell	36 -124	-78%	-$9.55K	﹤0.01%	392
2020 Q4	$12K	Hold	160	–	–	0.01%	203
2020 Q3	$10K	Hold	160	–	–	0.01%	223
2020 Q2	$9K	Hold	160	–	–	0.01%	220
2020 Q1	$7K	Buy	160 +4	+3%	+$220	0.01%	184
2019 Q4	$9K	Buy	+156	New	+$8.94K	0.01%	227

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

DADC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighMark Wealth Management's IJK Position: Q2 2021 in Review

HighMark Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2021, closing a stake of 36 shares — an estimated $3K sold.

HighMark Wealth Management first reported a position in IJK in Q4 2019 and held it in 6 quarters. The position peaked at $12K in Q4 2020. 657 funds tracked by Wall St. Rank hold IJK as of Q2 2021.

HighMark Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2021 after selling out during the quarter.
HighMark Wealth Management sold 36 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $3K.
HighMark Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 6 quarters.
HighMark Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12K in Q4 2020.
657 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on HighMark Wealth Management's 13F filing for Q2 2021, filed 2 Aug 2021.