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

Stearns Financial Services 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 Q1	–	Sell	-236	Closed	-$14K	–	217
2019 Q4	$14K	Hold	236	–	–	﹤0.01%	174
2019 Q3	$13K	Hold	236	–	–	﹤0.01%	163
2019 Q2	$13K	Hold	236	–	–	﹤0.01%	162
2019 Q1	$13K	Buy	+236	New	+$12.5K	﹤0.01%	164

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Stearns Financial Services Group's IJK Position: Q1 2020 in Review

Stearns Financial Services Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 236 shares — an estimated $14K sold.

Stearns Financial Services Group first reported a position in IJK in Q1 2019 and held it in 4 quarters. The position peaked at $14K in Q4 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

Stearns Financial Services Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
Stearns Financial Services Group sold 236 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $14K.
Stearns Financial Services Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 4 quarters.
Stearns Financial Services Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $14K 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 Stearns Financial Services Group's 13F filing for Q1 2020, filed 14 May 2020.