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Regal Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Regal Investment Advisors’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
Q1 		– Sell
-5,400
Closed -$258K – 377
2018
Q4 		$258K Sell
5,400
-128
-2% -$6.7K 0.06% 274
2018
Q3 		$322K Buy
5,528
+904
+20% +$52.5K 0.07% 234
2018
Q2 		$260K Sell
4,624
-436
-9% -$24.4K 0.08% 225
2018
Q1 		$276K Buy
5,060
+220
+5% +$12.2K 0.06% 240
2017
Q4 		$261K Buy
4,840
+104
+2% +$5.48K 0.06% 238
2017
Q3 		$240K Buy
+4,736
New +$233K 0.06% 240
2016
Q4 		– Sell
-18,832
Closed -$823K – 261
2016
Q3 		$823K Buy
18,832
+2,108
+13% +$92.5K 0.23% 114
2016
Q2 		$707K Buy
16,724
+4,068
+32% +$169K 0.19% 131
2016
Q1 		$515K Buy
+12,656
New +$483K 0.14% 146
2015
Q4 		– Sell
-4,180
Closed -$164K – 564
2015
Q3 		$164K Sell
4,180
-300
-7% -$12.5K 0.04% 271
2015
Q2 		$189K Buy
4,480
+280
+7% +$12K 0.05% 253
2015
Q1 		$180K Sell
4,200
-192
-4% -$7.95K 0.04% 265
2014
Q4 		$175K Buy
4,392
+204
+5% +$7.92K 0.05% 242
2014
Q3 		$159K Buy
4,188
+4
+0.1% +$155 0.05% 246
2014
Q2 		$164K Hold
4,184
– – 0.06% 221
2014
Q1 		$160K Buy
4,184
+1,080
+35% +$40.7K 0.07% 213
2013
Q4 		$117K Sell
3,104
-1,092
-26% -$39.4K 0.07% 191
2013
Q3 		$146K Sell
4,196
-228
-5% -$7.75K 0.09% 195
2013
Q2 		$143K Buy
+4,424
New +$144K 0.08% 189

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Regal Investment Advisors's IJK Position: Q1 2019 in Review

Regal Investment Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2019, closing a stake of 5,400 shares — an estimated $258K sold.

Regal Investment Advisors first reported a position in IJK in Q2 2013 and held it in 19 quarters. The position peaked at $823K in Q3 2016. 535 funds tracked by Wall St. Rank hold IJK as of Q1 2019.

  • Regal Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 5,400 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2019, an estimated $258K.
  • Regal Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 19 quarters.
  • Regal Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $823K in Q3 2016.
  • 535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.