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

Pathway Financial Advisors’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
2018 Q3	–	Sell	-348	Closed	-$20K	–	222
2018 Q2	$20K	Hold	348	–	–	0.01%	337
2018 Q1	$19K	Hold	348	–	–	0.01%	346
2017 Q4	$19K	Buy	+348	New	+$18.3K	0.01%	357

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pathway Financial Advisors's IJK Position: Q3 2018 in Review

Pathway Financial Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2018, closing a stake of 348 shares — an estimated $20K sold.

Pathway Financial Advisors first reported a position in IJK in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q2 2018. 498 funds tracked by Wall St. Rank hold IJK as of Q3 2018.

Pathway Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2018 after selling out during the quarter.
Pathway Financial Advisors sold 348 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2018, an estimated $20K.
Pathway Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 3 quarters.
Pathway Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $20K in Q2 2018.
498 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.