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

Total Clarity 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 Q1	–	Sell	-940	Closed	-$56K	–	333
2019 Q4	$56K	Buy	+940	New	+$53.9K	0.04%	249

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Total Clarity Wealth Management's IJK Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2020, closing a stake of 940 shares — an estimated $56K sold.

Total Clarity Wealth Management first reported a position in IJK in Q4 2019 and held it in 1 quarter. The position peaked at $56K in Q4 2019. 552 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

Total Clarity Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
Total Clarity Wealth Management sold 940 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $56K.
Total Clarity Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 1 quarter.
Total Clarity Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $56K in Q4 2019.
552 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.