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MYCIO Wealth Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

MYCIO Wealth Partners’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
-1,420
Closed -$84K – 203
2019
Q4 		$84K Buy
1,420
+8
+0.6% +$459 0.01% 369
2019
Q3 		$79K Hold
1,412
– – 0.01% 339
2019
Q2 		$80K Buy
+1,412
New +$78.3K 0.01% 323
2016
Q4 		– Sell
-1,364
Closed -$60K – 425
2016
Q3 		$60K Hold
1,364
– – 0.01% 317
2016
Q2 		$58K Buy
1,364
+4
+0.3% +$166 0.01% 316
2016
Q1 		$55K Sell
1,360
-272
-17% -$10.4K 0.01% 307
2015
Q4 		$66K Buy
1,632
+4
+0.2% +$164 0.01% 258
2015
Q3 		$64K Buy
1,628
+4
+0.2% +$167 0.01% 264
2015
Q2 		$69K Sell
1,624
-44
-3% -$1.88K 0.01% 260
2015
Q1 		$72K Buy
1,668
+4
+0.2% +$166 0.01% 248
2014
Q4 		$66K Buy
1,664
+4
+0.2% +$155 0.01% 238
2014
Q3 		$63K Buy
1,660
+4
+0.2% +$155 0.01% 234
2014
Q2 		$65K Buy
1,656
+4
+0.2% +$151 0.01% 240
2014
Q1 		$63K Hold
1,652
– – 0.02% 235
2013
Q4 		$62K Buy
1,652
+8
+0.5% +$289 0.02% 230
2013
Q3 		$57K Buy
1,644
+4
+0.2% +$136 0.02% 222
2013
Q2 		$53K Buy
+1,640
New +$53.2K 0.01% 225

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MYCIO Wealth Partners's IJK Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 1,420 shares — an estimated $84K sold.

MYCIO Wealth Partners first reported a position in IJK in Q2 2013 and held it in 17 quarters. The position peaked at $84K in Q4 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,420 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $84K.
  • MYCIO Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 17 quarters.
  • MYCIO Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $84K in Q4 2019.
  • 552 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.