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

Anchor Investment 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
2023 Q1	–	Sell	-175	Closed	-$12K	–	993
2022 Q4	$12K	Buy	+175	New	+$12K	﹤0.01%	696
2019 Q1	–	Sell	-140	Closed	-$6.69K	–	799
2018 Q4	$6.69K	Hold	140	–	–	﹤0.01%	663
2018 Q3	$8.15K	Hold	140	–	–	﹤0.01%	678
2018 Q2	$7.87K	Hold	140	–	–	﹤0.01%	695
2018 Q1	$7.64K	Hold	140	–	–	﹤0.01%	672
2017 Q4	$7.55K	Hold	140	–	–	﹤0.01%	669
2017 Q3	$7.08K	Buy	+140	New	+$6.9K	﹤0.01%	661

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

Anchor Investment Management's IJK Position: Q1 2023 in Review

Anchor Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2023, closing a stake of 175 shares — an estimated $12K sold.

Anchor Investment Management first reported a position in IJK in Q3 2017 and held it in 7 quarters. The position peaked at $12K in Q4 2022. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

Anchor Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
Anchor Investment Management sold 175 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $12K.
Anchor Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and held it in 7 quarters.
Anchor Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12K in Q4 2022.
719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Anchor Investment Management's 13F filing for Q1 2023, filed 2 Jan 2024.