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

Marino Stram & 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
2019 Q2	–	Sell	-1,940	Closed	-$106K	–	310
2019 Q1	$106K	Hold	1,940	–	–	0.08%	115
2018 Q4	$93K	Hold	1,940	–	–	0.08%	116
2018 Q3	$113K	Hold	1,940	–	–	0.09%	114
2018 Q2	$109K	Hold	1,940	–	–	0.1%	116
2018 Q1	$106K	Hold	1,940	–	–	0.1%	119
2017 Q4	$105K	Buy	+1,940	New	+$102K	0.1%	112

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marino Stram & Associates's IJK Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2019, closing a stake of 1,940 shares — an estimated $106K sold.

Marino Stram & Associates first reported a position in IJK in Q4 2017 and held it in 6 quarters. The position peaked at $113K in Q3 2018. 537 funds tracked by Wall St. Rank hold IJK as of Q2 2019.

Marino Stram & Associates reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 1,940 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2019, an estimated $106K.
Marino Stram & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $113K in Q3 2018.
537 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.