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

Northwest Wealth 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
2019 Q2	–	Sell	-540	Closed	-$30K	–	296
2019 Q1	$30K	Hold	540	–	–	0.02%	261
2018 Q4	$26K	Sell	540 -176	-25%	-$9.21K	0.02%	258
2018 Q3	$42K	Sell	716 -92	-11%	-$5.34K	0.03%	225
2018 Q2	$45K	Hold	808	–	–	0.03%	219
2018 Q1	$44K	Buy	+808	New	+$44.7K	0.03%	226

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwest Wealth Management's IJK Position: Q2 2019 in Review

Northwest Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2019, closing a stake of 540 shares — an estimated $30K sold.

Northwest Wealth Management first reported a position in IJK in Q1 2018 and held it in 5 quarters. The position peaked at $45K in Q2 2018. 537 funds tracked by Wall St. Rank hold IJK as of Q2 2019.

Northwest Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 540 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2019, an estimated $30K.
Northwest Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $45K in Q2 2018.
537 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.