Plancorp LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Plancorp LLC’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
2019 Q2	–	Sell	-4,148	Closed	-$227K	–	177
2019 Q1	$227K	Buy	+4,148	New	+$219K	0.09%	161
2018 Q4	–	Sell	-4,148	Closed	-$242K	–	163
2018 Q3	$242K	Hold	4,148	–	–	0.1%	151
2018 Q2	$233K	Buy	4,148 +32	+0.8%	+$1.79K	0.09%	152
2018 Q1	$224K	Hold	4,116	–	–	0.07%	152
2017 Q4	$222K	Buy	+4,116	New	+$217K	0.07%	157

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plancorp LLC's IJK Position: Q2 2019 in Review

Plancorp LLC sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2019, closing a stake of 4,148 shares — an estimated $227K sold.

Plancorp LLC first reported a position in IJK in Q4 2017 and held it in 5 quarters. The position peaked at $242K in Q3 2018. 537 funds tracked by Wall St. Rank hold IJK as of Q2 2019.

Plancorp LLC reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2019 after selling out during the quarter.
Plancorp LLC sold 4,148 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2019, an estimated $227K.
Plancorp LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 5 quarters.
Plancorp LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $242K in Q3 2018.
537 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2019.

Based on Plancorp LLC's 13F filing for Q2 2019, filed 13 Aug 2019.