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Arthur M. Cohen & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Arthur M. Cohen & Associates’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 		– Sell
-7,500
Closed -$478K – 131
2022
Q2 		$478K Buy
+7,500
New +$527K 0.12% 91

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
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

Arthur M. Cohen & Associates's IJK Position: Q3 2022 in Review

Arthur M. Cohen & Associates sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 7,500 shares — an estimated $478K sold.

Arthur M. Cohen & Associates first reported a position in IJK in Q2 2022 and held it in 1 quarter. The position peaked at $478K in Q2 2022. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

  • Arthur M. Cohen & Associates reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Arthur M. Cohen & Associates sold 7,500 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $478K.
  • Arthur M. Cohen & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2022 and held it in 1 quarter.
  • Arthur M. Cohen & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $478K in Q2 2022.
  • 643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on Arthur M. Cohen & Associates's 13F filing for Q3 2022, filed 21 Oct 2022.