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Live Oak Private Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Live Oak Private Wealth’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
-3,464
Closed -$206K – 81
2019
Q4 		$206K Buy
+3,464
New +$199K 0.2% 75

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Live Oak Private Wealth's IJK Position: Q1 2020 in Review

Live Oak Private Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 3,464 shares — an estimated $206K sold.

Live Oak Private Wealth first reported a position in IJK in Q4 2019 and held it in 1 quarter. The position peaked at $206K in Q4 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

  • Live Oak Private Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Live Oak Private Wealth sold 3,464 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $206K.
  • Live Oak Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Live Oak Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $206K 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 Live Oak Private Wealth's 13F filing for Q1 2020, filed 11 May 2020.