Prestige Wealth Management Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Prestige Wealth Management 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
2020 Q3	–	Sell	-44	Closed	-$2K	–	898
2020 Q2	$2K	Hold	44	–	–	﹤0.01%	675
2020 Q1	$2K	Sell	44 -8	-15%	-$440	﹤0.01%	643
2019 Q4	$3K	Sell	52 -4	-7%	-$229	﹤0.01%	463
2019 Q3	$3K	Hold	56	–	–	﹤0.01%	457
2019 Q2	$3K	Sell	56 -616	-92%	-$34.2K	﹤0.01%	434
2019 Q1	$37K	Sell	672 -4	-0.6%	-$211	0.02%	206
2018 Q4	$32K	Buy	+676	New	+$35.4K	0.02%	239

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

DADC

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

Prestige Wealth Management Group's IJK Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2020, closing a stake of 44 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in IJK in Q4 2018 and held it in 7 quarters. The position peaked at $37K in Q1 2019. 585 funds tracked by Wall St. Rank hold IJK as of Q3 2020.

Prestige Wealth Management Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2020 after selling out during the quarter.
Prestige Wealth Management Group sold 44 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2020, an estimated $2K.
Prestige Wealth Management Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 7 quarters.
Prestige Wealth Management Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $37K in Q1 2019.
585 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.