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

Leonard Rickey Investment 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	-15,080	Closed	-$898K	–	74
2019 Q4	$898K	Sell	15,080 -24	-0.2%	-$1.38K	0.54%	26
2019 Q3	$845K	Sell	15,104 -756	-5%	-$42.5K	0.56%	26
2019 Q2	$897K	Sell	15,860 -228	-1%	-$12.6K	0.6%	26
2019 Q1	$881K	Buy	16,088 +612	+4%	+$32.3K	0.64%	26
2018 Q4	$740K	Sell	15,476 -36	-0.2%	-$1.88K	0.61%	26
2018 Q3	$903K	Sell	15,512 -92	-0.6%	-$5.34K	0.66%	24
2018 Q2	$877K	Sell	15,604 -464	-3%	-$25.9K	0.66%	23
2018 Q1	$877K	Hold	16,068	–	–	0.68%	22
2017 Q4	$867K	Buy	+16,068	New	+$847K	0.66%	21

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

Leonard Rickey Investment Advisors's IJK Position: Q1 2020 in Review

Leonard Rickey Investment Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 15,080 shares — an estimated $898K sold.

Leonard Rickey Investment Advisors first reported a position in IJK in Q4 2017 and held it in 9 quarters. The position peaked at $903K in Q3 2018. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

Leonard Rickey Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 15,080 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $898K.
Leonard Rickey Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 9 quarters.
Leonard Rickey Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $903K in Q3 2018.
552 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.