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

Legacy Financial 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
2019 Q2	–	Sell	-112	Closed	-$6K	–	483
2019 Q1	$6K	Hold	112	–	–	﹤0.01%	731
2018 Q4	$5K	Hold	112	–	–	﹤0.01%	729
2018 Q3	$6K	Hold	112	–	–	﹤0.01%	651
2018 Q2	$6K	Hold	112	–	–	﹤0.01%	659
2018 Q1	$6K	Hold	112	–	–	﹤0.01%	605
2017 Q4	$6K	Buy	+112	New	+$5.91K	﹤0.01%	603

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Financial Advisors's IJK Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2019, closing a stake of 112 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in IJK in Q4 2017 and held it in 6 quarters. The position peaked at $6K in Q1 2019. 537 funds tracked by Wall St. Rank hold IJK as of Q2 2019.

Legacy Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 112 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2019, an estimated $6K.
Legacy Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6K in Q1 2019.
537 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.