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

Trek Financial’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
Q3 		– Sell
-3,632
Closed -$205K – 128
2019
Q2 		$205K Buy
+3,632
New +$201K 0.04% 129

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Trek Financial's IJK Position: Q3 2019 in Review

Trek Financial sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2019, closing a stake of 3,632 shares — an estimated $205K sold.

Trek Financial first reported a position in IJK in Q2 2019 and held it in 1 quarter. The position peaked at $205K in Q2 2019. 527 funds tracked by Wall St. Rank hold IJK as of Q3 2019.

  • Trek Financial reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Trek Financial sold 3,632 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2019, an estimated $205K.
  • Trek Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2019 and held it in 1 quarter.
  • Trek Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $205K in Q2 2019.
  • 527 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2019.

Based on Trek Financial's 13F filing for Q3 2019, filed 8 Nov 2019.