Kerntke Otto McGlone Wealth Management Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2021 Q3	–	Sell	-2,579	Closed	-$209K	–	82
2021 Q2	$209K	Sell	2,579 -51	-2%	-$4.09K	0.08%	120
2021 Q1	$206K	Buy	+2,630	New	+$203K	0.11%	117
2020 Q1	–	Sell	-3,388	Closed	-$202K	–	99
2019 Q4	$202K	Buy	+3,388	New	+$194K	0.17%	100

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IJK Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2021, closing a stake of 2,579 shares — an estimated $209K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IJK in Q4 2019 and held it in 3 quarters. The position peaked at $209K in Q2 2021. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 2,579 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $209K.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 3 quarters.
Kerntke Otto McGlone Wealth Management Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $209K in Q2 2021.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.