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

Independence 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
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	165
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	159
2020 Q1	$2K	Sell	36 -720	-95%	-$39.6K	﹤0.01%	148
2019 Q4	$45K	Buy	+756	New	+$43.3K	0.01%	125

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

Independence Advisors's IJK Position: Q3 2020 in Review

Independence Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2020 at 36 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Independence Advisors first reported a position in IJK in Q4 2019 and has held it in 4 quarters since. The position peaked at $45K in Q4 2019. 585 funds tracked by Wall St. Rank hold IJK as of Q3 2020.

Independence Advisors held 36 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2K as of Q3 2020.
Independence Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2020.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #165 holding.
Independence Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 4 quarters since.
Independence Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $45K in Q4 2019.
585 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.