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Private Wealth Advisors (Pennsylvania)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q1 		– Sell
-16,488
Closed -$992K – 110
2019
Q4 		$992K Buy
16,488
+8,260
+100% +$473K 0.53% 52
2019
Q3 		$460K Sell
8,228
-9,784
-54% -$550K 0.23% 93
2019
Q2 		$1.02M Hold
18,012
– – 0.36% 69
2019
Q1 		$987K Hold
18,012
– – 0.37% 65
2018
Q4 		$861K Buy
18,012
+1,348
+8% +$70.6K 0.37% 67
2018
Q3 		$970K Sell
16,664
-480
-3% -$27.9K 0.36% 70
2018
Q2 		$963K Hold
17,144
– – 0.38% 67
2018
Q1 		$936K Sell
17,144
-320
-2% -$17.7K 0.38% 72
2017
Q4 		$942K Buy
17,464
+772
+5% +$40.7K 0.36% 72
2017
Q3 		$844K Hold
16,692
– – 0.35% 73
2017
Q2 		$820K Buy
16,692
+1,360
+9% +$66.1K 0.35% 74
2017
Q1 		$732K Buy
15,332
+680
+5% +$32.1K 0.33% 78
2016
Q4 		$667K Sell
14,652
-1,812
-11% -$79.8K 0.31% 78
2016
Q3 		$719K Hold
16,464
– – 0.34% 76
2016
Q2 		$696K Sell
16,464
-1,200
-7% -$49.7K 0.34% 76
2016
Q1 		$718K Sell
17,664
-172
-1% -$6.57K 0.38% 72
2015
Q4 		$718K Hold
17,836
– – 0.4% 68
2015
Q3 		$700K Hold
17,836
– – 0.35% 83
2015
Q2 		$756K Hold
17,836
– – 0.34% 78
2015
Q1 		$765K Sell
17,836
-4,660
-21% -$193K 0.36% 72
2014
Q4 		$898K Hold
22,496
– – 0.43% 63
2014
Q3 		$852K Hold
22,496
– – 0.45% 67
2014
Q2 		$883K Hold
22,496
– – 0.45% 68
2014
Q1 		$860K Sell
22,496
-200
-0.9% -$7.53K 0.47% 68
2013
Q4 		$852K Sell
22,696
-488
-2% -$17.6K 0.47% 67
2013
Q3 		$806K Hold
23,184
– – 0.48% 63
2013
Q2 		$747K Buy
+23,184
New +$752K 0.46% 63

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IJK Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 16,488 shares — an estimated $992K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in IJK in Q2 2013 and held it in 27 quarters. The position peaked at $1.02M in Q2 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 16,488 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $992K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 27 quarters.
  • Private Wealth Advisors (Pennsylvania)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.02M in Q2 2019.
  • 552 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.