Peoples Bank (Ohio)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Peoples Bank (Ohio)’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 Q1	–	Sell	-3,200	Closed	-$231K	–	111
2020 Q4	$231K	Buy	+3,200	New	+$213K	0.14%	96
2020 Q3	–	Sell	-5,200	Closed	-$291K	–	97
2020 Q2	$291K	Hold	5,200	–	–	0.21%	73
2020 Q1	$232K	Sell	5,200 -820	-14%	-$45.1K	0.19%	73
2019 Q4	$358K	Hold	6,020	–	–	0.22%	69
2019 Q3	$337K	Hold	6,020	–	–	0.22%	73
2019 Q2	$341K	Sell	6,020 -160	-3%	-$8.87K	0.22%	72
2019 Q1	$339K	Hold	6,180	–	–	0.21%	72
2018 Q4	$295K	Hold	6,180	–	–	0.2%	82
2018 Q3	$360K	Hold	6,180	–	–	0.21%	76
2018 Q2	$347K	Sell	6,180 -532	-8%	-$29.7K	0.2%	74
2018 Q1	$366K	Hold	6,712	–	–	0.22%	70
2017 Q4	$362K	Sell	6,712 -16	-0.2%	-$844	0.21%	71
2017 Q3	$340K	Sell	6,728 -236	-3%	-$11.6K	0.19%	74
2017 Q2	$342K	Sell	6,964 -60	-0.9%	-$2.92K	0.19%	73
2017 Q1	$335K	Sell	7,024 -1,780	-20%	-$84K	0.19%	75
2016 Q4	$401K	Sell	8,804 -428	-5%	-$18.8K	0.23%	60
2016 Q3	$403K	Buy	9,232 +24	+0.3%	+$1.05K	0.25%	54
2016 Q2	$389K	Sell	9,208 -108	-1%	-$4.48K	0.24%	54
2016 Q1	$379K	Buy	9,316 +1,012	+12%	+$38.6K	0.24%	58
2015 Q4	$334K	Buy	+8,304	New	+$340K	0.2%	66

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 $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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Peoples Bank (Ohio)'s IJK Position: Q1 2021 in Review

Peoples Bank (Ohio) sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2021, closing a stake of 3,200 shares — an estimated $231K sold.

Peoples Bank (Ohio) first reported a position in IJK in Q4 2015 and held it in 20 quarters. The position peaked at $403K in Q3 2016. 650 funds tracked by Wall St. Rank hold IJK as of Q1 2021.

Peoples Bank (Ohio) reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2021 after selling out during the quarter.
Peoples Bank (Ohio) sold 3,200 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2021, an estimated $231K.
Peoples Bank (Ohio) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and held it in 20 quarters.
Peoples Bank (Ohio)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $403K in Q3 2016.
650 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2021.

Based on Peoples Bank (Ohio)'s 13F filing for Q1 2021, filed 19 Apr 2021.