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

Kore Private Wealth’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 Q3	–	Sell	-172	Closed	-$9K	–	651
2020 Q2	$9K	Hold	172	–	–	﹤0.01%	807
2020 Q1	$8K	Hold	172	–	–	﹤0.01%	720
2019 Q4	$10K	Buy	+172	New	+$9.86K	﹤0.01%	744
2019 Q2	–	Sell	-172	Closed	-$9K	–	501
2019 Q1	$9K	Hold	172	–	–	﹤0.01%	645
2018 Q4	$8K	Buy	+172	New	+$9K	﹤0.01%	597

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Kore Private Wealth's IJK Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2020, closing a stake of 172 shares — an estimated $9K sold.

Kore Private Wealth first reported a position in IJK in Q4 2018 and held it in 5 quarters. The position peaked at $10K in Q4 2019. 585 funds tracked by Wall St. Rank hold IJK as of Q3 2020.

Kore Private Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 172 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2020, an estimated $9K.
Kore Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $10K in Q4 2019.
585 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.