RMA
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Roffman Miller Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Roffman Miller Associates’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
Q3 		– Sell
-12,916
Closed -$723K – 103
2020
Q2 		$723K Buy
+12,916
New +$671K 0.07% 83

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Roffman Miller Associates's IJK Position: Q3 2020 in Review

Roffman Miller Associates sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2020, closing a stake of 12,916 shares — an estimated $723K sold.

Roffman Miller Associates first reported a position in IJK in Q2 2020 and held it in 1 quarter. The position peaked at $723K in Q2 2020. 585 funds tracked by Wall St. Rank hold IJK as of Q3 2020.

  • Roffman Miller Associates reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Roffman Miller Associates sold 12,916 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2020, an estimated $723K.
  • Roffman Miller Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and held it in 1 quarter.
  • Roffman Miller Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $723K in Q2 2020.
  • 585 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Roffman Miller Associates's 13F filing for Q3 2020, filed 6 Nov 2020.