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

Alaethes 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 Q2	–	Sell	-1,060	Closed	-$82K	–	199
2022 Q1	$82K	Hold	1,060	–	–	0.05%	124
2021 Q4	$90K	Hold	1,060	–	–	0.06%	115
2021 Q3	$84K	Hold	1,060	–	–	0.06%	116
2021 Q2	$86K	Buy	+1,060	New	+$85.1K	0.07%	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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alaethes Wealth's IJK Position: Q2 2022 in Review

Alaethes Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 1,060 shares — an estimated $82K sold.

Alaethes Wealth first reported a position in IJK in Q2 2021 and held it in 4 quarters. The position peaked at $90K in Q4 2021. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Alaethes Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 1,060 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $82K.
Alaethes Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $90K in Q4 2021.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.