Weaver Consulting Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-88	Closed	-$5K	–	488
2020 Q3	$5K	Hold	88	–	–	﹤0.01%	684
2020 Q2	$5K	Hold	88	–	–	﹤0.01%	659
2020 Q1	$4K	Hold	88	–	–	﹤0.01%	604
2019 Q4	$5K	Hold	88	–	–	﹤0.01%	611
2019 Q3	$5K	Hold	88	–	–	﹤0.01%	595
2019 Q2	$5K	Hold	88	–	–	﹤0.01%	579
2019 Q1	$5K	Buy	+88	New	+$4.64K	﹤0.01%	1112

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Weaver Consulting Group's IJK Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2020, closing a stake of 88 shares — an estimated $5K sold.

Weaver Consulting Group first reported a position in IJK in Q1 2019 and held it in 7 quarters. The position peaked at $5K in Q3 2020. 670 funds tracked by Wall St. Rank hold IJK as of Q4 2020.

Weaver Consulting Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 88 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2020, an estimated $5K.
Weaver Consulting Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5K in Q3 2020.
670 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.