Asset Planning Services (Pennsylvania)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Asset Planning Services (Pennsylvania)’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
2021 Q3	–	Sell	-2,747	Closed	-$222K	–	73
2021 Q2	$222K	Hold	2,747	–	–	0.11%	72
2021 Q1	$215K	Buy	+2,747	New	+$212K	0.1%	72
2019 Q4	–	Sell	-3,880	Closed	-$217K	–	161
2019 Q3	$217K	Hold	3,880	–	–	0.09%	73
2019 Q2	$219K	Hold	3,880	–	–	0.1%	72
2019 Q1	$213K	Hold	3,880	–	–	0.1%	70
2018 Q4	$185K	Hold	3,880	–	–	0.09%	69
2018 Q3	$212K	Hold	3,880	–	–	0.1%	64
2018 Q2	$218K	Hold	3,880	–	–	0.11%	64
2018 Q1	$212K	Hold	3,880	–	–	0.11%	64
2017 Q4	$209K	Hold	3,880	–	–	0.11%	66
2017 Q3	$196K	Sell	3,880 -1,976	-34%	-$97.4K	0.11%	69
2017 Q2	$288K	Buy	5,856 +4	+0.1%	+$195	0.18%	57
2017 Q1	$279K	Buy	5,852 +3,448	+143%	+$163K	0.19%	56
2016 Q4	$109K	Buy	2,404 +8	+0.3%	+$352	0.09%	86
2016 Q3	$105K	Buy	2,396 +4	+0.2%	+$176	0.09%	87
2016 Q2	$101K	Buy	2,392 +4	+0.2%	+$166	0.09%	99
2016 Q1	$97K	Buy	2,388 +4	+0.2%	+$153	0.09%	105
2015 Q4	$96K	Buy	2,384 +12	+0.5%	+$491	0.09%	83
2015 Q3	$93K	Hold	2,372	–	–	0.09%	79
2015 Q2	$101K	Buy	+2,372	New	+$102K	0.1%	79

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IJK Position: Q3 2021 in Review

Asset Planning Services (Pennsylvania) sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2021, closing a stake of 2,747 shares — an estimated $222K sold.

Asset Planning Services (Pennsylvania) first reported a position in IJK in Q2 2015 and held it in 20 quarters. The position peaked at $288K in Q2 2017. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Asset Planning Services (Pennsylvania) reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 2,747 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $222K.
Asset Planning Services (Pennsylvania) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2015 and held it in 20 quarters.
Asset Planning Services (Pennsylvania)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $288K in Q2 2017.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2021, filed 10 Nov 2021.