Winslow Evans & Crocker’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Winslow Evans & Crocker’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	$4K	Buy	+52	New	+$3.47K	﹤0.01%	1138
2017 Q3	–	Sell	-136	Closed	-$6.68K	–	1184
2017 Q2	$6.68K	Hold	136	–	–	﹤0.01%	1001
2017 Q1	$6.49K	Hold	136	–	–	﹤0.01%	982
2016 Q4	$6.2K	Hold	136	–	–	﹤0.01%	993
2016 Q3	$5.94K	Hold	136	–	–	﹤0.01%	1026
2016 Q2	$5.75K	Hold	136	–	–	﹤0.01%	1003
2016 Q1	$5.53K	Hold	136	–	–	﹤0.01%	1003
2015 Q4	$5.47K	Hold	136	–	–	﹤0.01%	1044
2015 Q3	$5.34K	Hold	136	–	–	﹤0.01%	1021
2015 Q2	$5.76K	Hold	136	–	–	﹤0.01%	1049
2015 Q1	$5.83K	Hold	136	–	–	﹤0.01%	998
2014 Q4	$5.43K	Hold	136	–	–	﹤0.01%	1020
2014 Q3	$5.15K	Buy	+136	New	+$5.27K	﹤0.01%	1085

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

Winslow Evans & Crocker's IJK Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2020: 52 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1138 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IJK as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in IJK in Q3 2014 and has held it in 13 quarters since. The position peaked at $6.68K in Q2 2017. 670 funds tracked by Wall St. Rank hold IJK as of Q4 2020.

Winslow Evans & Crocker held 52 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4K as of Q4 2020.
iShares S&P Mid-Cap 400 Growth ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1138 holding.
Winslow Evans & Crocker first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2014 and has held it in 13 quarters since.
Winslow Evans & Crocker's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.68K in Q2 2017.
670 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.