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

Altium Wealth Management’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	$343K	Hold	5,388	–	–	0.02%	284
2022 Q1	$416K	Buy	5,388 +1,096	+26%	+$84.7K	0.03%	280
2021 Q4	$366K	Hold	4,292	–	–	0.02%	304
2021 Q3	$340K	Hold	4,292	–	–	0.02%	297
2021 Q2	$347K	Hold	4,292	–	–	0.03%	292
2021 Q1	$336K	Hold	4,292	–	–	0.03%	292
2020 Q4	$310K	Buy	+4,292	New	+$286K	0.03%	279

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

Altium Wealth Management's IJK Position: Q2 2022 in Review

Altium Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2022 at 5,388 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #284.

Altium Wealth Management first reported a position in IJK in Q4 2020 and has held it in 7 quarters since. The position peaked at $416K in Q1 2022. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Altium Wealth Management held 5,388 shares of iShares S&P Mid-Cap 400 Growth ETF worth $343K as of Q2 2022.
Altium Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2022.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #284 holding.
Altium Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 7 quarters since.
Altium Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $416K in Q1 2022.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.