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Swaine & Leidel Wealth Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Swaine & Leidel Wealth Services’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
2021
Q1 		– Sell
-7,454
Closed -$538K – 72
2020
Q4 		$538K Sell
7,454
-1,138
-13% -$75.9K 0.39% 49
2020
Q3 		$514K Buy
+8,592
New +$511K 0.5% 42

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 $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Swaine & Leidel Wealth Services's IJK Position: Q1 2021 in Review

Swaine & Leidel Wealth Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2021, closing a stake of 7,454 shares — an estimated $538K sold.

Swaine & Leidel Wealth Services first reported a position in IJK in Q3 2020 and held it in 2 quarters. The position peaked at $538K in Q4 2020. 650 funds tracked by Wall St. Rank hold IJK as of Q1 2021.

  • Swaine & Leidel Wealth Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 7,454 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2021, an estimated $538K.
  • Swaine & Leidel Wealth Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 2 quarters.
  • Swaine & Leidel Wealth Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $538K in Q4 2020.
  • 650 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.