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

Accel Wealth 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
2023 Q2	–	Sell	-144	Closed	-$10.3K	–	505
2023 Q1	$10.3K	Hold	144	–	–	﹤0.01%	872
2022 Q4	$9.84K	Hold	144	–	–	﹤0.01%	712
2022 Q3	$10K	Hold	144	–	–	0.01%	731
2022 Q2	$9K	Hold	144	–	–	0.01%	726
2022 Q1	$11K	Hold	144	–	–	0.01%	692
2021 Q4	$12K	Hold	144	–	–	0.01%	678
2021 Q3	$11K	Hold	144	–	–	0.01%	616
2021 Q2	$12K	Hold	144	–	–	0.01%	658
2021 Q1	$11K	Hold	144	–	–	0.01%	638
2020 Q4	$10K	Buy	+144	New	+$9.6K	0.01%	617

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Accel Wealth Management's IJK Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2023, closing a stake of 144 shares — an estimated $10.3K sold.

Accel Wealth Management first reported a position in IJK in Q4 2020 and held it in 10 quarters. The position peaked at $12K in Q4 2021. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

Accel Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 144 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $10.3K.
Accel Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12K in Q4 2021.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.