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

Kabarec Financial 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
2018
Q2 		– Sell
-224
Closed -$12K – 88
2018
Q1 		$12K Buy
+224
New +$12.4K 0.01% 70

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kabarec Financial Advisors's IJK Position: Q2 2018 in Review

Kabarec Financial Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2018, closing a stake of 224 shares — an estimated $12K sold.

Kabarec Financial Advisors first reported a position in IJK in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 492 funds tracked by Wall St. Rank hold IJK as of Q2 2018.

  • Kabarec Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Kabarec Financial Advisors sold 224 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2018, an estimated $12K.
  • Kabarec Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 1 quarter.
  • Kabarec Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12K in Q1 2018.
  • 492 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.