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

SVA 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
2020 Q4	$474K	Sell	6,570 -474	-7%	-$31.6K	0.04%	171
2020 Q3	$421K	Sell	7,044 -1,044	-13%	-$62.1K	0.04%	164
2020 Q2	$453K	Sell	8,088 -2,000	-20%	-$104K	0.05%	150
2020 Q1	$450K	Buy	10,088 +84	+0.8%	+$4.62K	0.05%	146
2019 Q4	$596K	Hold	10,004	–	–	0.05%	139
2019 Q3	$560K	Buy	10,004 +400	+4%	+$22.5K	0.05%	141
2019 Q2	$543K	Hold	9,604	–	–	0.05%	144
2019 Q1	$526K	Hold	9,604	–	–	0.05%	149
2018 Q4	$459K	Buy	9,604 +1,148	+14%	+$60.1K	0.05%	155
2018 Q3	$492K	Hold	8,456	–	–	0.05%	158
2018 Q2	$475K	Sell	8,456 -436	-5%	-$24.4K	0.05%	155
2018 Q1	$450K	Hold	8,892	–	–	0.06%	149
2017 Q4	$480K	Hold	8,892	–	–	0.06%	150
2017 Q3	$450K	Hold	8,892	–	–	0.06%	149
2017 Q2	$437K	Hold	8,892	–	–	0.06%	145
2017 Q1	$424K	Hold	8,892	–	–	0.06%	142
2016 Q4	$405K	Hold	8,892	–	–	0.06%	150
2016 Q3	$388K	Hold	8,892	–	–	0.06%	151
2016 Q2	$376K	Hold	8,892	–	–	0.06%	156
2016 Q1	$361K	Buy	8,892 +520	+6%	+$19.8K	0.06%	159
2015 Q4	$337K	Hold	8,372	–	–	0.06%	176
2015 Q3	$329K	Hold	8,372	–	–	0.06%	168
2015 Q2	$355K	Hold	8,372	–	–	0.07%	166
2015 Q1	$359K	Hold	8,372	–	–	0.07%	168
2014 Q4	$334K	Hold	8,372	–	–	0.12%	143
2014 Q3	$317K	Hold	8,372	–	–	0.14%	129
2014 Q2	$329K	Hold	8,372	–	–	0.14%	124
2014 Q1	$320K	Hold	8,372	–	–	0.15%	121
2013 Q4	$314K	Buy	+8,372	New	+$302K	0.19%	113

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

SVA Wealth Management's IJK Position: Q4 2020 in Review

SVA Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.7% in Q4 2020, selling an estimated $31.6K and leaving 6,570 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #171.

SVA Wealth Management first reported a position in IJK in Q4 2013 and has held it in 29 quarters since. The position peaked at $596K in Q4 2019. 670 funds tracked by Wall St. Rank hold IJK as of Q4 2020.

SVA Wealth Management held 6,570 shares of iShares S&P Mid-Cap 400 Growth ETF worth $474K as of Q4 2020.
SVA Wealth Management sold 474 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2020, an estimated $31.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of SVA Wealth Management's portfolio in Q4 2020, its #171 holding.
SVA Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and has held it in 29 quarters since.
SVA Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $596K in Q4 2019.
670 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.