Houlihan Financial Resource Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Houlihan Financial Resource 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 Q3	$22K	Buy	+1,344	New	+$80K	0.01%	232

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

DADC

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

Houlihan Financial Resource Group's IJK Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2020: 1,344 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #232 among its holdings.

585 funds tracked by Wall St. Rank hold IJK as of Q3 2020.

Houlihan Financial Resource Group held 1,344 shares of iShares S&P Mid-Cap 400 Growth ETF worth $22K as of Q3 2020.
iShares S&P Mid-Cap 400 Growth ETF was a new Houlihan Financial Resource Group position in Q3 2020.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #232 holding.
585 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.