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

Smart Money 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
2020
Q4 		– Sell
-22,240
Closed -$1.33M – 73
2020
Q3 		$1.33M Buy
+22,240
New +$1.32M 0.57% 53

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Smart Money Group's IJK Position: Q4 2020 in Review

Smart Money Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2020, closing a stake of 22,240 shares — an estimated $1.33M sold.

Smart Money Group first reported a position in IJK in Q3 2020 and held it in 1 quarter. The position peaked at $1.33M in Q3 2020. 670 funds tracked by Wall St. Rank hold IJK as of Q4 2020.

  • Smart Money Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Smart Money Group sold 22,240 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2020, an estimated $1.33M.
  • Smart Money Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Smart Money Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.33M in Q3 2020.
  • 670 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.