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

AdvicePeriod’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
2021 Q2	$375K	Hold	4,629	–	–	0.02%	79
2021 Q1	$363K	Buy	4,629 +506	+12%	+$39K	0.03%	78
2020 Q4	$298K	Sell	4,123 -293	-7%	-$19.5K	0.02%	79
2020 Q3	$264K	Hold	4,416	–	–	0.02%	78
2020 Q2	$247K	Buy	+4,416	New	+$229K	0.03%	74
2020 Q1	–	Sell	-4,852	Closed	-$289K	–	92
2019 Q4	$289K	Buy	+4,852	New	+$278K	0.03%	87

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 $424B AUM 22.94% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AdvicePeriod's IJK Position: Q2 2021 in Review

AdvicePeriod held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2021 at 4,629 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #79.

AdvicePeriod first reported a position in IJK in Q4 2019 and has held it in 6 quarters since. 657 funds tracked by Wall St. Rank hold IJK as of Q2 2021.

AdvicePeriod held 4,629 shares of iShares S&P Mid-Cap 400 Growth ETF worth $375K as of Q2 2021.
AdvicePeriod left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2021.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of AdvicePeriod's portfolio in Q2 2021, its #79 holding.
AdvicePeriod first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 6 quarters since.
657 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.