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

Monument Capital 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
2020 Q4	–	Sell	-3,680	Closed	-$220K	–	95
2020 Q3	$220K	Sell	3,680 -516	-12%	-$30.7K	0.12%	87
2020 Q2	$235K	Buy	+4,196	New	+$218K	0.14%	78
2020 Q1	–	Sell	-75,532	Closed	-$4.5M	–	75
2019 Q4	$4.5M	Buy	75,532 +608	+0.8%	+$34.8K	2.29%	5
2019 Q3	$4.19M	Buy	74,924 +1,144	+2%	+$64.3K	2.27%	5
2019 Q2	$4.18M	Sell	73,780 -808	-1%	-$44.8K	2.26%	5
2019 Q1	$4.09M	Sell	74,588 -820	-1%	-$43.3K	2.32%	5
2018 Q4	$3.6M	Buy	75,408 +740	+1%	+$38.7K	2.25%	5
2018 Q3	$4.35M	Buy	74,668 +7,044	+10%	+$409K	2.44%	5
2018 Q2	$3.8M	Sell	67,624 -69,100	-51%	-$3.86M	2.64%	5
2018 Q1	$7.28M	Buy	136,724 +2,476	+2%	+$137K	4.98%	1
2017 Q4	$7.24M	Buy	+134,248	New	+$7.08M	5.11%	2

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Monument Capital Management's IJK Position: Q4 2020 in Review

Monument Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2020, closing a stake of 3,680 shares — an estimated $220K sold.

Monument Capital Management first reported a position in IJK in Q4 2017 and held it in 11 quarters. The position peaked at $7.28M in Q1 2018. 670 funds tracked by Wall St. Rank hold IJK as of Q4 2020.

Monument Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2020 after selling out during the quarter.
Monument Capital Management sold 3,680 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2020, an estimated $220K.
Monument Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 11 quarters.
Monument Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $7.28M in Q1 2018.
670 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2020.

Based on Monument Capital Management's 13F filing for Q4 2020, filed 15 Jan 2021.