LA
IJK icon

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

Leonetti & Associates’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
Q2 		– Sell
-77,228
Closed -$4.21M – 40
2018
Q1 		$4.21M Sell
77,228
-10,484
-12% -$580K 1.22% 22
2017
Q4 		$4.73M Sell
87,712
-2,132
-2% -$112K 1.27% 21
2017
Q3 		$4.54M Sell
89,844
-2,436
-3% -$120K 1.21% 22
2017
Q2 		$4.54M Sell
92,280
-2,120
-2% -$103K 1.28% 22
2017
Q1 		$4.5M Buy
94,400
+832
+0.9% +$39.2K 1.31% 21
2016
Q4 		$4.26M Buy
93,568
+84
+0.1% +$3.7K 1.26% 22
2016
Q3 		$4.08M Sell
93,484
-692
-0.7% -$30.4K 1.15% 26
2016
Q2 		$3.98M Sell
94,176
-488
-0.5% -$20.2K 1.14% 28
2016
Q1 		$3.85M Buy
94,664
+2,652
+3% +$101K 1.12% 27
2015
Q4 		$3.7M Buy
92,012
+3,228
+4% +$132K 1.11% 30
2015
Q3 		$3.49M Buy
88,784
+1,840
+2% +$76.8K 1.1% 30
2015
Q2 		$3.68M Sell
86,944
-724
-0.8% -$31K 1.05% 32
2015
Q1 		$3.76M Buy
87,668
+20
+0% +$828 1.12% 31
2014
Q4 		$3.5M Buy
87,648
+316
+0.4% +$12.3K 1.09% 30
2014
Q3 		$3.31M Buy
87,332
+48
+0.1% +$1.86K 1.06% 28
2014
Q2 		$3.43M Sell
87,284
-536
-0.6% -$20.3K 1.18% 21
2014
Q1 		$3.36M Sell
87,820
-1,688
-2% -$63.5K 1.13% 25
2013
Q4 		$3.36M Sell
89,508
-5,756
-6% -$208K 1.17% 24
2013
Q3 		$3.31M Sell
95,264
-2,480
-3% -$84.3K 1.21% 24
2013
Q2 		$3.15M Buy
+97,744
New +$3.17M 1.21% 26

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

Leonetti & Associates's IJK Position: Q2 2018 in Review

Leonetti & Associates sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2018, closing a stake of 77,228 shares — an estimated $4.21M sold.

Leonetti & Associates first reported a position in IJK in Q2 2013 and held it in 20 quarters. The position peaked at $4.73M in Q4 2017. 492 funds tracked by Wall St. Rank hold IJK as of Q2 2018.

  • Leonetti & Associates reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Leonetti & Associates sold 77,228 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2018, an estimated $4.21M.
  • Leonetti & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 20 quarters.
  • Leonetti & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.73M in Q4 2017.
  • 492 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2018.

Based on Leonetti & Associates's 13F filing for Q2 2018, filed 15 Aug 2018.