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McAdam LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-32
Closed -$2K – 313
2018
Q3 		$2K Buy
+32
New +$1.86K ﹤0.01% 521

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

McAdam LLC's IJK Position: Q4 2018 in Review

McAdam LLC sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2018, closing a stake of 32 shares — an estimated $2K sold.

McAdam LLC first reported a position in IJK in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 521 funds tracked by Wall St. Rank hold IJK as of Q4 2018.

  • McAdam LLC reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 32 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2018, an estimated $2K.
  • McAdam LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and held it in 1 quarter.
  • McAdam LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2K in Q3 2018.
  • 521 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.