Lake Point Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$16K Hold
280
0.01% 268
2019
Q1
$16K Hold
280
0.01% 268
2018
Q4
$13K Buy
+280
New +$14.7K ﹤0.01% 418

Other funds holding IJK

Lake Point Wealth Management's IJK Position: Q2 2019 in Review

Lake Point Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2019 at 280 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #268.

Lake Point Wealth Management first reported a position in IJK in Q4 2018 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold IJK as of Q2 2019.

  • Lake Point Wealth Management held 280 shares of iShares S&P Mid-Cap 400 Growth ETF worth $16K as of Q2 2019.
  • Lake Point Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2019.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #268 holding.
  • Lake Point Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.