Nachman Norwood & Parrott’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Nachman Norwood & Parrott’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
2021 Q2	$2.98M	Sell	36,788 -699	-2%	-$56.1K	0.3%	71
2021 Q1	$2.94M	Buy	37,487 +156	+0.4%	+$12K	0.32%	68
2020 Q4	$2.7M	Sell	37,331 -1,049	-3%	-$70K	0.31%	64
2020 Q3	$2.29M	Sell	38,380 -320	-0.8%	-$19K	0.31%	70
2020 Q2	$2.17M	Sell	38,700 -3,256	-8%	-$169K	0.36%	67
2020 Q1	$1.87M	Sell	41,956 -1,136	-3%	-$62.5K	0.38%	61
2019 Q4	$2.56M	Sell	43,092 -60	-0.1%	-$3.44K	0.42%	52
2019 Q3	$2.42M	Sell	43,152 -608	-1%	-$34.2K	0.43%	53
2019 Q2	$2.48M	Sell	43,760 -796	-2%	-$44.1K	0.45%	50
2019 Q1	$2.44M	Sell	44,556 -512	-1%	-$27K	0.46%	51
2018 Q4	$2.15M	Buy	+45,068	New	+$2.36M	0.45%	55

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 $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

DADC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nachman Norwood & Parrott's IJK Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.9% in Q2 2021, selling an estimated $56.1K and leaving 36,788 shares worth $2.98M. The position accounts for 0.3% of the portfolio, ranked #71.

Nachman Norwood & Parrott first reported a position in IJK in Q4 2018 and has held it in 11 quarters since. 657 funds tracked by Wall St. Rank hold IJK as of Q2 2021.

Nachman Norwood & Parrott held 36,788 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.98M as of Q2 2021.
Nachman Norwood & Parrott sold 699 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $56.1K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.3% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #71 holding.
Nachman Norwood & Parrott first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 11 quarters since.
657 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.