Hugh Johnson Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Hugh Johnson Advisors’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	$762K	Sell	13,464 -716	-5%	-$39.7K	0.24%	70
2019 Q1	$777K	Sell	14,180 -180	-1%	-$9.5K	0.24%	67
2018 Q4	$687K	Buy	14,360 +40	+0.3%	+$2.09K	0.25%	62
2018 Q3	$834K	Buy	14,320 +980	+7%	+$56.9K	0.23%	70
2018 Q2	$750K	Buy	13,340 +5,300	+66%	+$296K	0.22%	73
2018 Q1	$439K	Sell	8,040 -2,760	-26%	-$153K	0.13%	86
2017 Q4	$583K	Sell	10,800 -80	-0.7%	-$4.22K	0.17%	75
2017 Q3	$550K	Sell	10,880 -220	-2%	-$10.8K	0.17%	77
2017 Q2	$546K	Sell	11,100 -480	-4%	-$23.3K	0.17%	65
2017 Q1	$553K	Buy	11,580 +2,580	+29%	+$122K	0.18%	68
2016 Q4	$410K	Buy	9,000 +20	+0.2%	+$881	0.14%	70
2016 Q3	$392K	Buy	8,980 +1,120	+14%	+$49.2K	0.15%	70
2016 Q2	$332K	Sell	7,860 -40	-0.5%	-$1.66K	0.13%	68
2016 Q1	$321K	Sell	7,900 -6,420	-45%	-$245K	0.13%	71
2015 Q4	$576K	Buy	14,320 +40	+0.3%	+$1.64K	0.22%	61
2015 Q3	$561K	Hold	14,280	–	–	0.23%	60
2015 Q2	$605K	Sell	14,280 -180	-1%	-$7.71K	0.21%	62
2015 Q1	$620K	Buy	14,460 +5,640	+64%	+$233K	0.21%	64
2014 Q4	$352K	Buy	8,820 +3,080	+54%	+$120K	0.12%	70
2014 Q3	$217K	Buy	5,740 +120	+2%	+$4.65K	0.08%	85
2014 Q2	$221K	Sell	5,620 -2,040	-27%	-$77.1K	0.08%	85
2014 Q1	$293K	Buy	7,660 +120	+2%	+$4.52K	0.11%	70
2013 Q4	$283K	Buy	7,540 +360	+5%	+$13K	0.11%	68
2013 Q3	$250K	Buy	+7,180	New	+$244K	0.11%	69

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

Hugh Johnson Advisors's IJK Position: Q2 2019 in Review

Hugh Johnson Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5% in Q2 2019, selling an estimated $39.7K and leaving 13,464 shares worth $762K. The position accounts for 0.24% of the portfolio, ranked #70.

Hugh Johnson Advisors first reported a position in IJK in Q3 2013 and has held it in 24 quarters since. The position peaked at $834K in Q3 2018. 537 funds tracked by Wall St. Rank hold IJK as of Q2 2019.

Hugh Johnson Advisors held 13,464 shares of iShares S&P Mid-Cap 400 Growth ETF worth $762K as of Q2 2019.
Hugh Johnson Advisors sold 716 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2019, an estimated $39.7K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.24% of Hugh Johnson Advisors's portfolio in Q2 2019, its #70 holding.
Hugh Johnson Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and has held it in 24 quarters since.
Hugh Johnson Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $834K in Q3 2018.
537 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2019.

Based on Hugh Johnson Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.