Lee Financial’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Lee Financial’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
2018 Q3	–	Sell	-3,116	Closed	-$175K	–	580
2018 Q2	$175K	Sell	3,116 -44	-1%	-$2.46K	0.04%	171
2018 Q1	$172K	Sell	3,160 -3,160	-50%	-$175K	0.04%	165
2017 Q4	$341K	Buy	6,320 +3,160	+100%	+$167K	0.1%	96
2017 Q3	$160K	Hold	3,160	–	–	0.05%	119
2017 Q2	$155K	Buy	+3,160	New	+$154K	0.06%	123

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lee Financial's IJK Position: Q3 2018 in Review

Lee Financial sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2018, closing a stake of 3,116 shares — an estimated $175K sold.

Lee Financial first reported a position in IJK in Q2 2017 and held it in 5 quarters. The position peaked at $341K in Q4 2017. 498 funds tracked by Wall St. Rank hold IJK as of Q3 2018.

Lee Financial reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 3,116 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2018, an estimated $175K.
Lee Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and held it in 5 quarters.
Lee Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $341K in Q4 2017.
498 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.