JLBC
IJK icon

J.L. Bainbridge & Co’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

J.L. Bainbridge & Co’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
Q4 		– Sell
-8,068
Closed -$390K – 88
2019
Q3 		$390K Buy
8,068
+1,536
+24% +$86.4K 0.06% 43
2019
Q2 		$317K Buy
+6,532
New +$362K 0.05% 49

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

J.L. Bainbridge & Co's IJK Position: Q4 2019 in Review

J.L. Bainbridge & Co sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2019, closing a stake of 8,068 shares — an estimated $390K sold.

J.L. Bainbridge & Co first reported a position in IJK in Q2 2019 and held it in 2 quarters. The position peaked at $390K in Q3 2019. 617 funds tracked by Wall St. Rank hold IJK as of Q4 2019.

  • J.L. Bainbridge & Co reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • J.L. Bainbridge & Co sold 8,068 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2019, an estimated $390K.
  • J.L. Bainbridge & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2019 and held it in 2 quarters.
  • J.L. Bainbridge & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $390K in Q3 2019.
  • 617 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2019.

Based on J.L. Bainbridge & Co's 13F filing for Q4 2019, filed 13 Feb 2020.