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

Reilly Financial 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
2020
Q2 		– Sell
-140
Closed -$6K – 926
2020
Q1 		$6K Hold
140
– – ﹤0.01% 652
2019
Q4 		$8K Buy
+140
New +$8.02K ﹤0.01% 666
2013
Q4 		– Sell
-348
Closed -$12K – 851
2013
Q3 		$12K Buy
+348
New +$11.8K ﹤0.01% 432

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Reilly Financial Advisors's IJK Position: Q2 2020 in Review

Reilly Financial Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2020, closing a stake of 140 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in IJK in Q3 2013 and held it in 3 quarters. The position peaked at $12K in Q3 2013. 569 funds tracked by Wall St. Rank hold IJK as of Q2 2020.

  • Reilly Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 140 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2020, an estimated $6K.
  • Reilly Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and held it in 3 quarters.
  • Reilly Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12K in Q3 2013.
  • 569 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.