RWB
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RMR Wealth Builders’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-331
Closed -$26K – 404
2021
Q1 		$26K Buy
+331
New +$25.5K 0.01% 473

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RMR Wealth Builders's IJK Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2021, closing a stake of 331 shares — an estimated $26K sold.

RMR Wealth Builders first reported a position in IJK in Q1 2021 and held it in 1 quarter. The position peaked at $26K in Q1 2021. 657 funds tracked by Wall St. Rank hold IJK as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 331 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $26K.
  • RMR Wealth Builders first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's iShares S&P Mid-Cap 400 Growth ETF position peaked at $26K in Q1 2021.
  • 657 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.