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

Marquette Asset 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
2019 Q4	–	Sell	-5,824	Closed	-$326K	–	249
2019 Q3	$326K	Hold	5,824	–	–	0.11%	57
2019 Q2	$329K	Hold	5,824	–	–	0.11%	55
2019 Q1	$319K	Hold	5,824	–	–	0.11%	56
2018 Q4	$278K	Hold	5,824	–	–	0.11%	67
2018 Q3	$339K	Hold	5,824	–	–	0.11%	68
2018 Q2	$327K	Hold	5,824	–	–	0.11%	68
2018 Q1	$318K	Hold	5,824	–	–	0.12%	60
2017 Q4	$314K	Hold	5,824	–	–	0.12%	53
2017 Q3	$295K	Hold	5,824	–	–	0.11%	60
2017 Q2	$286K	Hold	5,824	–	–	0.12%	60
2017 Q1	$278K	Hold	5,824	–	–	0.11%	64
2016 Q4	$265K	Hold	5,824	–	–	0.11%	63
2016 Q3	$254K	Hold	5,824	–	–	0.11%	66
2016 Q2	$246K	Hold	5,824	–	–	0.11%	66
2016 Q1	$237K	Hold	5,824	–	–	0.11%	71
2015 Q4	$234K	Hold	5,824	–	–	0.1%	80
2015 Q3	$229K	Hold	5,824	–	–	0.1%	74
2015 Q2	$247K	Hold	5,824	–	–	0.1%	74
2015 Q1	$250K	Hold	5,824	–	–	0.1%	74
2014 Q4	$232K	Hold	5,824	–	–	0.09%	77
2014 Q3	$221K	Hold	5,824	–	–	0.09%	79
2014 Q2	$229K	Hold	5,824	–	–	0.09%	75
2014 Q1	$223K	Hold	5,824	–	–	0.09%	80
2013 Q4	$219K	Hold	5,824	–	–	0.09%	77
2013 Q3	$203K	Buy	+5,824	New	+$198K	0.09%	75

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Marquette Asset Management's IJK Position: Q4 2019 in Review

Marquette Asset Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2019, closing a stake of 5,824 shares — an estimated $326K sold.

Marquette Asset Management first reported a position in IJK in Q3 2013 and held it in 25 quarters. The position peaked at $339K in Q3 2018. 617 funds tracked by Wall St. Rank hold IJK as of Q4 2019.

Marquette Asset Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2019 after selling out during the quarter.
Marquette Asset Management sold 5,824 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2019, an estimated $326K.
Marquette Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and held it in 25 quarters.
Marquette Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $339K in Q3 2018.
617 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2019.

Based on Marquette Asset Management's 13F filing for Q4 2019, filed 28 Jan 2020.