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

SevenBridge Financial Group’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 Q3	–	Sell	-328	Closed	-$19K	–	349
2019 Q2	$19K	Hold	328	–	–	0.01%	390
2019 Q1	$18K	Hold	328	–	–	0.01%	353
2018 Q4	$16K	Hold	328	–	–	0.01%	325
2018 Q3	$19K	Hold	328	–	–	0.01%	348
2018 Q2	$18K	Hold	328	–	–	0.01%	358
2018 Q1	$18K	Sell	328 -104	-24%	-$5.75K	0.01%	366
2017 Q4	$23K	Buy	432 +268	+163%	+$14.1K	0.01%	356
2017 Q3	$8K	Hold	164	–	–	﹤0.01%	471
2017 Q2	$8K	Hold	164	–	–	﹤0.01%	477
2017 Q1	$8K	Sell	164 -36	-18%	-$1.7K	0.01%	456
2016 Q4	$9K	Hold	200	–	–	0.01%	453
2016 Q3	$9K	Hold	200	–	–	0.01%	448
2016 Q2	$8K	Buy	+200	New	+$8.29K	0.01%	535

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SevenBridge Financial Group's IJK Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2019, closing a stake of 328 shares — an estimated $19K sold.

SevenBridge Financial Group first reported a position in IJK in Q2 2016 and held it in 13 quarters. The position peaked at $23K in Q4 2017. 527 funds tracked by Wall St. Rank hold IJK as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 328 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2019, an estimated $19K.
SevenBridge Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $23K in Q4 2017.
527 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.