Tru Independence Asset Management 2’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Tru Independence Asset Management 2’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	-800	Closed	-$58K	–	245
2020 Q4	$58K	Buy	+800	New	+$53.3K	0.05%	170

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

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

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

Tru Independence Asset Management 2's IJK Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2021, closing a stake of 800 shares — an estimated $58K sold.

Tru Independence Asset Management 2 first reported a position in IJK in Q4 2020 and held it in 1 quarter. The position peaked at $58K in Q4 2020. 650 funds tracked by Wall St. Rank hold IJK as of Q1 2021.

Tru Independence Asset Management 2 reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2021 after selling out during the quarter.
Tru Independence Asset Management 2 sold 800 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2021, an estimated $58K.
Tru Independence Asset Management 2 first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 1 quarter.
Tru Independence Asset Management 2's iShares S&P Mid-Cap 400 Growth ETF position peaked at $58K 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 Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.