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55I LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

55I LLC’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
2022
Q1 		– Sell
-5,212
Closed -$444K – 531
2021
Q4 		$444K Buy
5,212
+1,337
+35% +$112K 0.01% 359
2021
Q3 		$307K Sell
3,875
-989
-20% -$80.3K 0.01% 396
2021
Q2 		$394K Buy
+4,864
New +$390K 0.01% 292
2020
Q4 		– Sell
-9,120
Closed -$545K – 266
2020
Q3 		$545K Buy
9,120
+4,624
+103% +$275K 0.05% 169
2020
Q2 		$252K Buy
+4,496
New +$233K 0.04% 186

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 $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $16.5B AUM 19.94% 1-Year Est. Return

55I LLC's IJK Position: Q1 2022 in Review

55I LLC sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2022, closing a stake of 5,212 shares — an estimated $444K sold.

55I LLC first reported a position in IJK in Q2 2020 and held it in 5 quarters. The position peaked at $545K in Q3 2020. 708 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

  • 55I LLC reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • 55I LLC sold 5,212 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $444K.
  • 55I LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and held it in 5 quarters.
  • 55I LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $545K in Q3 2020.
  • 708 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on 55I LLC's 13F filing for Q1 2022, filed 11 May 2022.