MMPW
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Mitchell McLeod Pugh & Williams’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Mitchell McLeod Pugh & Williams’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
Q4 		– Sell
-5,720
Closed -$342K – 207
2020
Q3 		$342K Buy
+5,720
New +$340K 0.17% 141

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's IJK Position: Q4 2020 in Review

Mitchell McLeod Pugh & Williams sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2020, closing a stake of 5,720 shares — an estimated $342K sold.

Mitchell McLeod Pugh & Williams first reported a position in IJK in Q3 2020 and held it in 1 quarter. The position peaked at $342K in Q3 2020. 670 funds tracked by Wall St. Rank hold IJK as of Q4 2020.

  • Mitchell McLeod Pugh & Williams reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 5,720 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2020, an estimated $342K.
  • Mitchell McLeod Pugh & Williams first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Mitchell McLeod Pugh & Williams's iShares S&P Mid-Cap 400 Growth ETF position peaked at $342K in Q3 2020.
  • 670 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2020.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2020, filed 8 Feb 2021.