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

SkyOak Wealth’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
Q1 		– Sell
-3,444
Closed -$205K – 250
2019
Q4 		$205K Buy
+3,444
New +$197K 0.06% 287

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SkyOak Wealth's IJK Position: Q1 2020 in Review

SkyOak Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 3,444 shares — an estimated $205K sold.

SkyOak Wealth first reported a position in IJK in Q4 2019 and held it in 1 quarter. The position peaked at $205K in Q4 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

  • SkyOak Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • SkyOak Wealth sold 3,444 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $205K.
  • SkyOak Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 1 quarter.
  • SkyOak Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $205K in Q4 2019.
  • 552 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.