Omega Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Omega Financial Group’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	-7,796	Closed	-$464K	–	57
2019 Q4	$464K	Sell	7,796 -40	-0.5%	-$2.29K	0.3%	50
2019 Q3	$439K	Sell	7,836 -116	-1%	-$6.52K	0.31%	50
2019 Q2	$450K	Sell	7,952 -160	-2%	-$8.87K	0.33%	49
2019 Q1	$444K	Hold	8,112	–	–	0.33%	51
2018 Q4	$388K	Buy	+8,112	New	+$425K	0.34%	48

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Omega Financial Group's IJK Position: Q1 2020 in Review

Omega Financial Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 7,796 shares — an estimated $464K sold.

Omega Financial Group first reported a position in IJK in Q4 2018 and held it in 5 quarters. The position peaked at $464K in Q4 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

Omega Financial Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
Omega Financial Group sold 7,796 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $464K.
Omega Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 5 quarters.
Omega Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $464K 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 Omega Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.