Quest Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Quest Capital Management’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 Q4	$2.17M	Sell	25,485 -367	-1%	-$30.8K	0.37%	42
2021 Q3	$2.05M	Sell	25,852 -1,237	-5%	-$100K	0.4%	35
2021 Q2	$2.19M	Sell	27,089 -952	-3%	-$76.4K	0.44%	31
2021 Q1	$2.2M	Sell	28,041 -747	-3%	-$57.5K	0.47%	26
2020 Q4	$2.08M	Sell	28,788 -156	-0.5%	-$10.4K	0.49%	30
2020 Q3	$1.73M	Buy	28,944 +56	+0.2%	+$3.33K	0.48%	30
2020 Q2	$1.62M	Sell	28,888 -5,408	-16%	-$281K	0.49%	30
2020 Q1	$1.53M	Sell	34,296 -74,224	-68%	-$4.08M	0.53%	26
2019 Q4	$6.46M	Sell	108,520 -25,280	-19%	-$1.45M	1.54%	10
2019 Q3	$7.49M	Sell	133,800 -31,592	-19%	-$1.78M	1.85%	9
2019 Q2	$9.36M	Sell	165,392 -4,308	-3%	-$239K	2.39%	9
2019 Q1	$9.29M	Buy	169,700 +8,084	+5%	+$427K	2.32%	8
2018 Q4	$7.73M	Buy	+161,616	New	+$8.46M	2.25%	10

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Quest Capital Management's IJK Position: Q4 2021 in Review

Quest Capital Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.4% in Q4 2021, selling an estimated $30.8K and leaving 25,485 shares worth $2.17M. The position accounts for 0.37% of the portfolio, ranked #42.

Quest Capital Management first reported a position in IJK in Q4 2018 and has held it in 13 quarters since. The position peaked at $9.36M in Q2 2019. 735 funds tracked by Wall St. Rank hold IJK as of Q4 2021.

Quest Capital Management held 25,485 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.17M as of Q4 2021.
Quest Capital Management sold 367 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2021, an estimated $30.8K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.37% of Quest Capital Management's portfolio in Q4 2021, its #42 holding.
Quest Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 13 quarters since.
Quest Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $9.36M in Q2 2019.
735 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.