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

Karp Capital 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 Q1	–	Sell	-5,936	Closed	-$353K	–	98
2019 Q4	$353K	Hold	5,936	–	–	0.09%	90
2019 Q3	$332K	Hold	5,936	–	–	0.1%	90
2019 Q2	$336K	Hold	5,936	–	–	0.11%	93
2019 Q1	$325K	Buy	5,936 +4,000	+207%	+$211K	0.12%	101
2018 Q4	$93K	Buy	+1,936	New	+$101K	0.04%	115
2015 Q4	–	Sell	-856	Closed	-$34K	–	182
2015 Q3	$34K	Hold	856	–	–	0.02%	197
2015 Q2	$36K	Hold	856	–	–	0.02%	198
2015 Q1	$37K	Hold	856	–	–	0.03%	195
2014 Q4	$34K	Buy	+856	New	+$33.2K	0.02%	186

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Karp Capital Management's IJK Position: Q1 2020 in Review

Karp Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 5,936 shares — an estimated $353K sold.

Karp Capital Management first reported a position in IJK in Q4 2014 and held it in 9 quarters. The position peaked at $353K in Q4 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

Karp Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
Karp Capital Management sold 5,936 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $353K.
Karp Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and held it in 9 quarters.
Karp Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $353K in Q4 2019.
552 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Karp Capital Management's 13F filing for Q1 2020, filed 14 May 2020.