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

MCF Advisors’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 Q1	–	Sell	-64	Closed	-$4K	–	471
2019 Q4	$4K	Buy	+64	New	+$3.67K	﹤0.01%	402
2017 Q4	–	Sell	-228	Closed	-$12K	–	499
2017 Q3	$12K	Hold	228	–	–	﹤0.01%	330
2017 Q2	$11K	Hold	228	–	–	﹤0.01%	360
2017 Q1	$11K	Buy	228 +4	+2%	+$189	﹤0.01%	352
2016 Q4	$10K	Sell	224 -4	-2%	-$176	﹤0.01%	316
2016 Q3	$10K	Hold	228	–	–	﹤0.01%	319
2016 Q2	$10K	Hold	228	–	–	﹤0.01%	348
2016 Q1	$9K	Hold	228	–	–	﹤0.01%	338
2015 Q4	$9K	Hold	228	–	–	﹤0.01%	348
2015 Q3	$9K	Hold	228	–	–	﹤0.01%	329
2015 Q2	$10K	Hold	228	–	–	﹤0.01%	330
2015 Q1	$10K	Buy	228 +120	+111%	+$4.97K	﹤0.01%	325
2014 Q4	$4K	Hold	108	–	–	﹤0.01%	374
2014 Q3	$4K	Hold	108	–	–	﹤0.01%	391
2014 Q2	$4K	Hold	108	–	–	﹤0.01%	372
2014 Q1	$4K	Hold	108	–	–	﹤0.01%	369
2013 Q4	$4K	Hold	108	–	–	﹤0.01%	351
2013 Q3	$4K	Buy	108 +44	+69%	+$1.5K	﹤0.01%	342
2013 Q2	$2K	Buy	+64	New	+$2.08K	﹤0.01%	285

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

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

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

MCF Advisors's IJK Position: Q1 2020 in Review

MCF Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 64 shares — an estimated $4K sold.

MCF Advisors first reported a position in IJK in Q2 2013 and held it in 19 quarters. The position peaked at $12K in Q3 2017. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

MCF Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
MCF Advisors sold 64 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $4K.
MCF Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 19 quarters.
MCF Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12K in Q3 2017.
552 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on MCF Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.