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Wealthspire Advisors (Maryland)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$401K Buy
+6,708
New +$399K 0.01% 309
2020
Q2 		– Sell
-6,384
Closed -$285K – 460
2020
Q1 		$285K Buy
6,384
+1,928
+43% +$106K 0.02% 309
2019
Q4 		$265K Sell
4,456
-32
-0.7% -$1.83K 0.02% 407
2019
Q3 		$251K Sell
4,488
-188
-4% -$10.6K 0.02% 383
2019
Q2 		$265K Sell
4,676
-556
-11% -$30.8K 0.02% 379
2019
Q1 		$287K Hold
5,232
– – 0.02% 370
2018
Q4 		$250K Hold
5,232
– – 0.02% 362
2018
Q3 		$305K Hold
5,232
– – 0.03% 355
2018
Q2 		$294K Sell
5,232
-408
-7% -$22.8K 0.03% 366
2018
Q1 		$308K Buy
5,640
+4
+0.1% +$221 0.03% 358
2017
Q4 		$304K Buy
5,636
+540
+11% +$28.5K 0.03% 365
2017
Q3 		$258K Sell
5,096
-124
-2% -$6.11K 0.03% 398
2017
Q2 		$257K Sell
5,220
-200
-4% -$9.72K 0.03% 377
2017
Q1 		$259K Sell
5,420
-11,676
-68% -$551K 0.04% 321
2016
Q4 		$779K Buy
17,096
+916
+6% +$40.3K 0.12% 117
2016
Q3 		$707K Buy
16,180
+68
+0.4% +$2.98K 0.11% 129
2016
Q2 		$681K Sell
16,112
-7,764
-33% -$322K 0.11% 130
2016
Q1 		$971K Sell
23,876
-1,184
-5% -$45.2K 0.17% 90
2015
Q4 		$1.01M Buy
+25,060
New +$1.03M 0.19% 88

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IJK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2020: 6,708 shares worth $401K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in IJK as recently as Q1 2020.

Wealthspire Advisors (Maryland) first reported a position in IJK in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.01M in Q4 2015. 585 funds tracked by Wall St. Rank hold IJK as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,708 shares of iShares S&P Mid-Cap 400 Growth ETF worth $401K as of Q3 2020.
  • iShares S&P Mid-Cap 400 Growth ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #309 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 19 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.01M in Q4 2015.
  • 585 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.