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

Spotlight Asset 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
2021
Q1 		– Sell
-27,892
Closed -$2.01M – 141
2020
Q4 		$2.01M Buy
27,892
+11,728
+73% +$782K 0.75% 22
2020
Q3 		$967K Buy
+16,164
New +$962K 0.38% 46

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 $424B AUM 22.94% 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 $18.1B AUM 24.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spotlight Asset Group's IJK Position: Q1 2021 in Review

Spotlight Asset Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2021, closing a stake of 27,892 shares — an estimated $2.01M sold.

Spotlight Asset Group first reported a position in IJK in Q3 2020 and held it in 2 quarters. The position peaked at $2.01M in Q4 2020. 650 funds tracked by Wall St. Rank hold IJK as of Q1 2021.

  • Spotlight Asset Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Spotlight Asset Group sold 27,892 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2021, an estimated $2.01M.
  • Spotlight Asset Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 2 quarters.
  • Spotlight Asset Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.01M in Q4 2020.
  • 650 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2021.

Based on Spotlight Asset Group's 13F filing for Q1 2021, filed 7 Apr 2021.