Whitener Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Whitener Capital Management’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 Q4	–	Sell	-12	Closed	–	–	266
2019 Q3	$0	Sell	12 -1,000	-99%	-$56.2K	﹤0.01%	497
2019 Q2	$57K	Hold	1,012	–	–	0.03%	213
2019 Q1	$55K	Hold	1,012	–	–	0.04%	209
2018 Q4	$48K	Hold	1,012	–	–	0.04%	196
2018 Q3	$58K	Buy	+1,012	New	+$58.8K	0.04%	189
2018 Q2	–	Sell	-1,012	Closed	-$55K	–	243
2018 Q1	$55K	Hold	1,012	–	–	0.04%	188
2017 Q4	$54K	Buy	+1,012	New	+$53.4K	0.05%	181

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Whitener Capital Management's IJK Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2019, closing a stake of 12 shares.

Whitener Capital Management first reported a position in IJK in Q4 2017 and held it in 7 quarters. The position peaked at $58K in Q3 2018. 617 funds tracked by Wall St. Rank hold IJK as of Q4 2019.

Whitener Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 12 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2019.
Whitener Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $58K in Q3 2018.
617 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.