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Woodley Farra Manion Portfolio Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-124
Closed -$7K – 229
2020
Q2 		$7K Buy
+124
New +$6.44K ﹤0.01% 293
2020
Q1 		– Sell
-280
Closed -$17K – 432
2019
Q4 		$17K Buy
+280
New +$16K ﹤0.01% 253

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IJK Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2020, closing a stake of 124 shares — an estimated $7K sold.

Woodley Farra Manion Portfolio Management first reported a position in IJK in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 585 funds tracked by Wall St. Rank hold IJK as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 124 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2020, an estimated $7K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $17K in Q4 2019.
  • 585 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.