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Stone House Investment Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Stone House Investment Management’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
-12,932
Closed -$773K – 37
2020
Q3 		$773K Sell
12,932
-25,568
-66% -$1.52M 0.31% 30
2020
Q2 		$2.16M Buy
+38,500
New +$2M 1.08% 25

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 $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Stone House Investment Management's IJK Position: Q4 2020 in Review

Stone House Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2020, closing a stake of 12,932 shares — an estimated $773K sold.

Stone House Investment Management first reported a position in IJK in Q2 2020 and held it in 2 quarters. The position peaked at $2.16M in Q2 2020. 670 funds tracked by Wall St. Rank hold IJK as of Q4 2020.

  • Stone House Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Stone House Investment Management sold 12,932 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2020, an estimated $773K.
  • Stone House Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and held it in 2 quarters.
  • Stone House Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.16M in Q2 2020.
  • 670 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2020.

Based on Stone House Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.