Vickerman & Driscoll Financial Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Vickerman & Driscoll Financial Advisors’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	$585K	Sell	13,116 -5,728	-30%	-$315K	0.36%	49
2019 Q4	$1.12M	Sell	18,844 -360	-2%	-$20.6K	0.57%	41
2019 Q3	$1.07M	Sell	19,204 -180	-0.9%	-$10.1K	0.59%	44
2019 Q2	$1.1M	Sell	19,384 -328	-2%	-$18.2K	0.61%	44
2019 Q1	$1.08M	Sell	19,712 -412	-2%	-$21.7K	0.61%	44
2018 Q4	$962K	Buy	20,124 +2,148	+12%	+$112K	0.75%	41
2018 Q3	$1.05M	Sell	17,976 -132	-0.7%	-$7.66K	0.73%	41
2018 Q2	$1.02M	Sell	18,108 -1,840	-9%	-$103K	0.74%	40
2018 Q1	$1.09M	Buy	19,948 +360	+2%	+$19.9K	0.8%	39
2017 Q4	$1.06M	Buy	+19,588	New	+$1.03M	0.83%	44

Other funds holding IJK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IJK Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 30% in Q1 2020, selling an estimated $315K and leaving 13,116 shares worth $585K. The position accounts for 0.36% of the portfolio, ranked #49.

Vickerman & Driscoll Financial Advisors first reported a position in IJK in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2019. 551 funds tracked by Wall St. Rank hold IJK as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 13,116 shares of iShares S&P Mid-Cap 400 Growth ETF worth $585K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 5,728 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $315K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.36% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #49 holding.
Vickerman & Driscoll Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.12M in Q4 2019.
551 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.