JWM
IJK icon

Jeppson Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Jeppson Wealth Management’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
Q4 		– Sell
-40
Closed -$2K – 269
2020
Q3 		$2K Buy
+40
New +$2.38K ﹤0.01% 482

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Jeppson Wealth Management's IJK Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2020, closing a stake of 40 shares — an estimated $2K sold.

Jeppson Wealth Management first reported a position in IJK in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 670 funds tracked by Wall St. Rank hold IJK as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 40 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2020, an estimated $2K.
  • Jeppson Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2K in Q3 2020.
  • 670 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.