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

KCS Wealth Advisory’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
-100
Closed -$5.6K – 264
2019
Q3 		$5.6K Buy
+100
New +$5.62K ﹤0.01% 385

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

KCS Wealth Advisory's IJK Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2019, closing a stake of 100 shares — an estimated $5.6K sold.

KCS Wealth Advisory first reported a position in IJK in Q3 2019 and held it in 1 quarter. The position peaked at $5.6K in Q3 2019. 617 funds tracked by Wall St. Rank hold IJK as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 100 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2019, an estimated $5.6K.
  • KCS Wealth Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.6K 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 KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.