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Interchange Capital Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Interchange Capital Partners’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
Q1 		– Sell
-864
Closed -$62K – 637
2020
Q4 		$62K Buy
+864
New +$57.6K 0.03% 369

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Bank of America
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PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Interchange Capital Partners's IJK Position: Q1 2021 in Review

Interchange Capital Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2021, closing a stake of 864 shares — an estimated $62K sold.

Interchange Capital Partners first reported a position in IJK in Q4 2020 and held it in 1 quarter. The position peaked at $62K in Q4 2020. 650 funds tracked by Wall St. Rank hold IJK as of Q1 2021.

  • Interchange Capital Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 864 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2021, an estimated $62K.
  • Interchange Capital Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $62K in Q4 2020.
  • 650 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.