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

Legacy Advisors’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 Q1	–	Sell	-11,540	Closed	-$687K	–	117
2019 Q4	$687K	Buy	+11,540	New	+$661K	0.44%	52
2019 Q3	–	Sell	-2,672	Closed	-$151K	–	208
2019 Q2	$151K	Hold	2,672	–	–	0.1%	126
2019 Q1	$146K	Buy	+2,672	New	+$141K	0.05%	128
2018 Q4	–	Sell	-2,672	Closed	-$156K	–	237
2018 Q3	$156K	Sell	2,672 -204	-7%	-$11.8K	0.08%	152
2018 Q2	$162K	Buy	2,876 +204	+8%	+$11.4K	0.12%	102
2018 Q1	$146K	Hold	2,672	–	–	0.11%	97
2017 Q4	$144K	Hold	2,672	–	–	0.14%	67
2017 Q3	$135K	Hold	2,672	–	–	0.15%	64
2017 Q2	$131K	Hold	2,672	–	–	0.17%	64
2017 Q1	$127K	Hold	2,672	–	–	0.17%	56
2016 Q4	$121K	Buy	+2,672	New	+$118K	0.17%	61

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Legacy Advisors's IJK Position: Q1 2020 in Review

Legacy Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 11,540 shares — an estimated $687K sold.

Legacy Advisors first reported a position in IJK in Q4 2016 and held it in 11 quarters. The position peaked at $687K in Q4 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

Legacy Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
Legacy Advisors sold 11,540 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $687K.
Legacy Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and held it in 11 quarters.
Legacy Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $687K in Q4 2019.
552 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Legacy Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.