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

Summit Asset 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
2022 Q1	–	Sell	-2,380	Closed	-$203K	–	162
2021 Q4	$203K	Buy	+2,380	New	+$200K	0.06%	153
2018 Q4	–	Sell	-3,488	Closed	-$203K	–	109
2018 Q3	$203K	Sell	3,488 -220	-6%	-$12.8K	0.09%	113
2018 Q2	$208K	Buy	+3,708	New	+$207K	0.1%	104
2018 Q1	–	Sell	-5,280	Closed	-$285K	–	109
2017 Q4	$285K	Sell	5,280 -100	-2%	-$5.27K	0.14%	85
2017 Q3	$272K	Hold	5,380	–	–	0.14%	84
2017 Q2	$264K	Hold	5,380	–	–	0.14%	85
2017 Q1	$257K	Sell	5,380 -2,048	-28%	-$96.6K	0.15%	84
2016 Q4	$338K	Sell	7,428 -4,020	-35%	-$177K	0.21%	69
2016 Q3	$500K	Hold	11,448	–	–	0.31%	51
2016 Q2	$484K	Hold	11,448	–	–	0.31%	50
2016 Q1	$465K	Hold	11,448	–	–	0.3%	51
2015 Q4	$461K	Sell	11,448 -292	-2%	-$11.9K	0.31%	49
2015 Q3	$461K	Buy	11,740 +292	+3%	+$12.2K	0.33%	52
2015 Q2	$485K	Hold	11,448	–	–	0.33%	53
2015 Q1	$491K	Hold	11,448	–	–	0.34%	47
2014 Q4	$457K	Buy	11,448 +3,000	+36%	+$116K	0.33%	48
2014 Q3	$320K	Hold	8,448	–	–	0.24%	65
2014 Q2	$332K	Hold	8,448	–	–	0.26%	63
2014 Q1	$323K	Hold	8,448	–	–	0.26%	61
2013 Q4	$317K	Hold	8,448	–	–	0.25%	61
2013 Q3	$294K	Sell	8,448 -3,648	-30%	-$124K	0.26%	60
2013 Q2	$390K	Buy	+12,096	New	+$393K	0.38%	41

Other funds holding IJK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Summit Asset Management's IJK Position: Q1 2022 in Review

Summit Asset Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2022, closing a stake of 2,380 shares — an estimated $203K sold.

Summit Asset Management first reported a position in IJK in Q2 2013 and held it in 22 quarters. The position peaked at $500K in Q3 2016. 707 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Summit Asset Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
Summit Asset Management sold 2,380 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $203K.
Summit Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 22 quarters.
Summit Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $500K in Q3 2016.
707 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Summit Asset Management's 13F filing for Q1 2022, filed 9 May 2022.