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

WESPAC 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
2019 Q2	–	Sell	-4,576	Closed	-$251K	–	124
2019 Q1	$251K	Hold	4,576	–	–	0.17%	104
2018 Q4	$219K	Hold	4,576	–	–	0.21%	91
2018 Q3	$266K	Buy	+4,576	New	+$266K	0.16%	121
2018 Q2	–	Sell	-4,576	Closed	-$250K	–	129
2018 Q1	$250K	Hold	4,576	–	–	0.15%	123
2017 Q4	$247K	Hold	4,576	–	–	0.23%	105
2017 Q3	$231K	Buy	+4,576	New	+$226K	0.15%	124

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WESPAC Advisors's IJK Position: Q2 2019 in Review

WESPAC Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2019, closing a stake of 4,576 shares — an estimated $251K sold.

WESPAC Advisors first reported a position in IJK in Q3 2017 and held it in 6 quarters. The position peaked at $266K in Q3 2018. 537 funds tracked by Wall St. Rank hold IJK as of Q2 2019.

WESPAC Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors sold 4,576 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2019, an estimated $251K.
WESPAC Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and held it in 6 quarters.
WESPAC Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $266K in Q3 2018.
537 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2019.

Based on WESPAC Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.