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

ACG Wealth’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 Q3	–	Sell	-332	Closed	-$21K	–	591
2022 Q2	$21K	Buy	+332	New	+$23.3K	﹤0.01%	563
2021 Q1	–	Sell	-2,928	Closed	-$211K	–	336
2020 Q4	$211K	Buy	+2,928	New	+$195K	0.03%	292
2019 Q2	–	Sell	-4,736	Closed	-$259K	–	350
2019 Q1	$259K	Buy	+4,736	New	+$250K	0.03%	282
2017 Q3	–	Sell	-6,192	Closed	-$304K	–	307
2017 Q2	$304K	Buy	+6,192	New	+$301K	0.05%	236

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ACG Wealth's IJK Position: Q3 2022 in Review

ACG Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 332 shares — an estimated $21K sold.

ACG Wealth first reported a position in IJK in Q2 2017 and held it in 4 quarters. The position peaked at $304K in Q2 2017. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

ACG Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 332 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $21K.
ACG Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and held it in 4 quarters.
ACG Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $304K in Q2 2017.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.