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

Omnia Family Wealth’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
2017
Q2 		– Sell
-168
Closed -$8K – 722
2017
Q1 		$8K Buy
+168
New +$7.92K ﹤0.01% 315

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Omnia Family Wealth's IJK Position: Q2 2017 in Review

Omnia Family Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2017, closing a stake of 168 shares — an estimated $8K sold.

Omnia Family Wealth first reported a position in IJK in Q1 2017 and held it in 1 quarter. The position peaked at $8K in Q1 2017. 388 funds tracked by Wall St. Rank hold IJK as of Q2 2017.

  • Omnia Family Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 168 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2017, an estimated $8K.
  • Omnia Family Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2017 and held it in 1 quarter.
  • Omnia Family Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $8K in Q1 2017.
  • 388 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2017.

Based on Omnia Family Wealth's 13F filing for Q2 2017, filed 10 Aug 2017.