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

Strategic Wealth 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
2019 Q2	–	Sell	-27,256	Closed	-$1.49M	–	26
2019 Q1	$1.49M	Hold	27,256	–	–	1.37%	21
2018 Q4	$1.3M	Hold	27,256	–	–	1.19%	21
2018 Q3	$1.59M	Hold	27,256	–	–	1.35%	20
2018 Q2	$1.53M	Sell	27,256 -12	-0%	-$671	1.37%	20
2018 Q1	$1.49M	Hold	27,268	–	–	1.26%	22
2017 Q4	$1.47M	Hold	27,268	–	–	1.48%	17
2017 Q3	$1.38M	Sell	27,268 -5,168	-16%	-$255K	1.91%	14
2017 Q2	$1.59M	Buy	32,436 +500	+2%	+$24.3K	2.69%	13
2017 Q1	$1.52M	Sell	31,936 -48,432	-60%	-$2.28M	2.07%	15
2016 Q4	$3.66M	Buy	+80,368	New	+$3.54M	3.76%	13
2016 Q1	–	Sell	-60,496	Closed	-$2.43M	–	14
2015 Q4	$2.43M	Buy	+60,496	New	+$2.48M	2.45%	18

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

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Strategic Wealth Management's IJK Position: Q2 2019 in Review

Strategic Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2019, closing a stake of 27,256 shares — an estimated $1.49M sold.

Strategic Wealth Management first reported a position in IJK in Q4 2015 and held it in 11 quarters. The position peaked at $3.66M in Q4 2016. 537 funds tracked by Wall St. Rank hold IJK as of Q2 2019.

Strategic Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2019 after selling out during the quarter.
Strategic Wealth Management sold 27,256 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2019, an estimated $1.49M.
Strategic Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and held it in 11 quarters.
Strategic Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.66M in Q4 2016.
537 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2019.

Based on Strategic Wealth Management's 13F filing for Q2 2019, filed 11 Jul 2019.