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

Affiance Financial’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 Q1	–	Sell	-1,038	Closed	-$70.9K	–	241
2022 Q4	$70.9K	Hold	1,038	–	–	0.03%	148
2022 Q3	$65K	Hold	1,038	–	–	0.04%	93
2022 Q2	$66K	Hold	1,038	–	–	0.04%	95
2022 Q1	$80K	Hold	1,038	–	–	0.04%	106
2021 Q4	$88K	Hold	1,038	–	–	0.04%	120
2021 Q3	$82K	Hold	1,038	–	–	0.04%	123
2021 Q2	$84K	Hold	1,038	–	–	0.04%	126
2021 Q1	$81K	Hold	1,038	–	–	0.04%	123
2020 Q4	$75K	Sell	1,038 -110	-10%	-$7.33K	0.04%	112
2020 Q3	$69K	Hold	1,148	–	–	0.04%	110
2020 Q2	$64K	Hold	1,148	–	–	0.03%	105
2020 Q1	$51K	Hold	1,148	–	–	0.04%	97
2019 Q4	$68K	Buy	+1,148	New	+$65.8K	0.04%	110

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

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

Affiance Financial's IJK Position: Q1 2023 in Review

Affiance Financial sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2023, closing a stake of 1,038 shares — an estimated $70.9K sold.

Affiance Financial first reported a position in IJK in Q4 2019 and held it in 13 quarters. The position peaked at $88K in Q4 2021. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

Affiance Financial reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 1,038 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $70.9K.
Affiance Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 13 quarters.
Affiance Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $88K in Q4 2021.
719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.