MACRO Consulting Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

MACRO Consulting Group’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
2021 Q2	–	Sell	-2,984	Closed	-$234K	–	105
2021 Q1	$234K	Hold	2,984	–	–	0.13%	99
2020 Q4	$216K	Buy	+2,984	New	+$199K	0.13%	101
2019 Q1	–	Sell	-5,276	Closed	-$252K	–	55
2018 Q4	$252K	Buy	+5,276	New	+$276K	0.25%	50

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MACRO Consulting Group's IJK Position: Q2 2021 in Review

MACRO Consulting Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2021, closing a stake of 2,984 shares — an estimated $234K sold.

MACRO Consulting Group first reported a position in IJK in Q4 2018 and held it in 3 quarters. The position peaked at $252K in Q4 2018. 657 funds tracked by Wall St. Rank hold IJK as of Q2 2021.

MACRO Consulting Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2021 after selling out during the quarter.
MACRO Consulting Group sold 2,984 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $234K.
MACRO Consulting Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 3 quarters.
MACRO Consulting Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $252K in Q4 2018.
657 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.