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

Piershale 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
2021 Q1	–	Sell	-309,238	Closed	-$22.3M	–	32
2020 Q4	$22.3M	Sell	309,238 -89,962	-23%	-$6M	10.73%	4
2020 Q3	$23.9M	Buy	399,200 +270,224	+210%	+$16.1M	13.73%	5
2020 Q2	$7.22M	Buy	+128,976	New	+$6.7M	4.2%	9
2018 Q3	–	Sell	-270,624	Closed	-$15.2M	–	27
2018 Q2	$15.2M	Buy	270,624 +151,564	+127%	+$8.47M	7.94%	7
2018 Q1	$6.34M	Sell	119,060 -328,464	-73%	-$18.2M	3.35%	5
2017 Q4	$24.1M	Buy	447,524 +318,684	+247%	+$16.8M	12.42%	3
2017 Q3	$6.52M	Buy	+128,840	New	+$6.35M	3.69%	14
2016 Q1	–	Sell	-301,564	Closed	-$12.1M	–	165
2015 Q4	$12.1M	Sell	301,564 -69,768	-19%	-$2.86M	7.37%	9
2015 Q3	$14.6M	Buy	371,332 +80,204	+28%	+$3.35M	11.1%	4
2015 Q2	$12.3M	Buy	+291,128	New	+$12.5M	9.29%	8

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

Piershale Financial Group's IJK Position: Q1 2021 in Review

Piershale Financial Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2021, closing a stake of 309,238 shares — an estimated $22.3M sold.

Piershale Financial Group first reported a position in IJK in Q2 2015 and held it in 10 quarters. The position peaked at $24.1M in Q4 2017. 650 funds tracked by Wall St. Rank hold IJK as of Q1 2021.

Piershale Financial Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2021 after selling out during the quarter.
Piershale Financial Group sold 309,238 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2021, an estimated $22.3M.
Piershale Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2015 and held it in 10 quarters.
Piershale Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $24.1M in Q4 2017.
650 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2021.

Based on Piershale Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.