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

American Portfolios Advisors’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 Q3	$745K	Buy	11,818 +220	+2%	+$15.2K	0.03%	513
2022 Q2	$739K	Sell	11,598 -72	-0.6%	-$5.06K	0.03%	525
2022 Q1	$902K	Buy	11,670 +145	+1%	+$11.2K	0.03%	525
2021 Q4	$983K	Sell	11,525 -365	-3%	-$30.6K	0.03%	490
2021 Q3	$942K	Buy	11,890 +712	+6%	+$57.8K	0.04%	485
2021 Q2	$905K	Sell	11,178 -277	-2%	-$22.2K	0.04%	490
2021 Q1	$898K	Sell	11,455 -33,168	-74%	-$2.55M	0.04%	439
2020 Q4	$3.22M	Buy	44,623 +16,563	+59%	+$1.1M	0.16%	121
2020 Q3	$1.68M	Buy	28,060 +9,072	+48%	+$540K	0.1%	191
2020 Q2	$1.06M	Buy	18,988 +7,672	+68%	+$398K	0.07%	263
2020 Q1	$505K	Sell	11,316 -696	-6%	-$38.3K	0.04%	368
2019 Q4	$715K	Sell	12,012 -436	-4%	-$25K	0.05%	334
2019 Q3	$697K	Sell	12,448 -816	-6%	-$45.9K	0.06%	317
2019 Q2	$750K	Buy	13,264 +1,112	+9%	+$61.7K	0.06%	294
2019 Q1	$666K	Buy	12,152 +780	+7%	+$41.2K	0.06%	296
2018 Q4	$544K	Sell	11,372 -2,840	-20%	-$149K	0.07%	263
2018 Q3	$828K	Buy	14,212 +1,220	+9%	+$70.8K	0.1%	210
2018 Q2	$730K	Sell	12,992 -1,288	-9%	-$72K	0.1%	206
2018 Q1	$779K	Sell	14,280 -2,180	-13%	-$121K	0.12%	181
2017 Q4	$888K	Buy	+16,460	New	+$868K	0.14%	155

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

American Portfolios Advisors's IJK Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.9% in Q3 2022, buying an estimated $15.2K and bringing the position to 11,818 shares worth $745K. The position accounts for 0.03% of the portfolio, ranked #513.

American Portfolios Advisors first reported a position in IJK in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.22M in Q4 2020. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

American Portfolios Advisors held 11,818 shares of iShares S&P Mid-Cap 400 Growth ETF worth $745K as of Q3 2022.
American Portfolios Advisors bought 220 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $15.2K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #513 holding.
American Portfolios Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.22M in Q4 2020.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.