Manchester Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Manchester Capital Management’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 Q2	–	Sell	-600	Closed	-$27K	–	553
2020 Q1	$27K	Hold	600	–	–	﹤0.01%	409
2019 Q4	$36K	Hold	600	–	–	﹤0.01%	396
2019 Q3	$34K	Hold	600	–	–	﹤0.01%	397
2019 Q2	$34K	Buy	600 +200	+50%	+$11.1K	﹤0.01%	413
2019 Q1	$22K	Buy	+400	New	+$21.1K	﹤0.01%	506

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Manchester Capital Management's IJK Position: Q2 2020 in Review

Manchester Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2020, closing a stake of 600 shares — an estimated $27K sold.

Manchester Capital Management first reported a position in IJK in Q1 2019 and held it in 5 quarters. The position peaked at $36K in Q4 2019. 569 funds tracked by Wall St. Rank hold IJK as of Q2 2020.

Manchester Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2020 after selling out during the quarter.
Manchester Capital Management sold 600 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2020, an estimated $27K.
Manchester Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 5 quarters.
Manchester Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $36K in Q4 2019.
569 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2020.

Based on Manchester Capital Management's 13F filing for Q2 2020, filed 28 Sep 2020.