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

Ahrens Investment Partners’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	$50.1K	Buy	+700	New	+$50K	0.02%	321
2022 Q3	–	Sell	-700	Closed	-$45K	–	522
2022 Q2	$45K	Hold	700	–	–	0.02%	348
2022 Q1	$54K	Buy	700 +200	+40%	+$15.5K	0.02%	375
2021 Q4	$43K	Buy	+500	New	+$41.9K	0.02%	434
2018 Q2	–	Sell	-4,240	Closed	-$231K	–	171
2018 Q1	$231K	Sell	4,240 -1,000	-19%	-$55.3K	0.1%	122
2017 Q4	$283K	Buy	5,240 +120	+2%	+$6.33K	0.11%	112
2017 Q3	$259K	Sell	5,120 -3,620	-41%	-$178K	0.11%	113
2017 Q2	$430K	Buy	8,740 +3,120	+56%	+$152K	0.19%	75
2017 Q1	$268K	Buy	+5,620	New	+$265K	0.13%	102

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

Ahrens Investment Partners's IJK Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2023: 700 shares worth $50.1K. The stake represents 0.02% of the portfolio and ranks #321 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IJK as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IJK in Q1 2017 and has held it in 9 quarters since. The position peaked at $430K in Q2 2017. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

Ahrens Investment Partners held 700 shares of iShares S&P Mid-Cap 400 Growth ETF worth $50.1K as of Q1 2023.
iShares S&P Mid-Cap 400 Growth ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #321 holding.
Ahrens Investment Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2017 and has held it in 9 quarters since.
Ahrens Investment Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $430K in Q2 2017.
719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.