Whitegate Investment Counselors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Whitegate Investment Counselors’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 Q2	–	Sell	-18,364	Closed	-$819K	–	197
2020 Q1	$819K	Hold	18,364	–	–	0.2%	98
2019 Q4	$1.09M	Sell	18,364 -2,108	-10%	-$121K	0.2%	99
2019 Q3	$1.15M	Hold	20,472	–	–	0.22%	94
2019 Q2	$1.16M	Sell	20,472 -3,608	-15%	-$200K	0.23%	94
2019 Q1	$1.32M	Sell	24,080 -3,784	-14%	-$200K	0.27%	86
2018 Q4	$1.33M	Buy	27,864 +144	+0.5%	+$7.54K	0.31%	83
2018 Q3	$1.61M	Buy	27,720 +52	+0.2%	+$3.02K	0.33%	84
2018 Q2	$1.55M	Buy	27,668 +520	+2%	+$29.1K	0.32%	84
2018 Q1	$1.48M	Buy	27,148 +52	+0.2%	+$2.88K	0.32%	86
2017 Q4	$1.46M	Sell	27,096 -908	-3%	-$47.9K	0.31%	87
2017 Q3	$1.42M	Buy	28,004 +56	+0.2%	+$2.76K	0.31%	85
2017 Q2	$1.37M	Buy	27,948 +300	+1%	+$14.6K	0.31%	86
2017 Q1	$1.32M	Buy	+27,648	New	+$1.3M	0.32%	86

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

DADC

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

Whitegate Investment Counselors's IJK Position: Q2 2020 in Review

Whitegate Investment Counselors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2020, closing a stake of 18,364 shares — an estimated $819K sold.

Whitegate Investment Counselors first reported a position in IJK in Q1 2017 and held it in 13 quarters. The position peaked at $1.61M in Q3 2018. 569 funds tracked by Wall St. Rank hold IJK as of Q2 2020.

Whitegate Investment Counselors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2020 after selling out during the quarter.
Whitegate Investment Counselors sold 18,364 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2020, an estimated $819K.
Whitegate Investment Counselors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2017 and held it in 13 quarters.
Whitegate Investment Counselors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.61M in Q3 2018.
569 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2020.

Based on Whitegate Investment Counselors's 13F filing for Q2 2020, filed 14 Jul 2020.