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

Surevest’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
Q1 		– Sell
-4,312
Closed -$206K – 133
2018
Q4 		$206K Buy
+4,312
New +$226K 0.16% 127

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Surevest's IJK Position: Q1 2019 in Review

Surevest sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2019, closing a stake of 4,312 shares — an estimated $206K sold.

Surevest first reported a position in IJK in Q4 2018 and held it in 1 quarter. The position peaked at $206K in Q4 2018. 535 funds tracked by Wall St. Rank hold IJK as of Q1 2019.

  • Surevest reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Surevest sold 4,312 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2019, an estimated $206K.
  • Surevest first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 1 quarter.
  • Surevest's iShares S&P Mid-Cap 400 Growth ETF position peaked at $206K in Q4 2018.
  • 535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2019.

Based on Surevest's 13F filing for Q1 2019, filed 9 Apr 2019.