Atlas Private Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-200	Closed	-$16K	–	409
2021 Q3	$16K	Hold	200	–	–	0.01%	392
2021 Q2	$16K	Hold	200	–	–	0.01%	395
2021 Q1	$16K	Hold	200	–	–	0.01%	421
2020 Q4	$14K	Hold	200	–	–	0.01%	389
2020 Q3	$12K	Hold	200	–	–	0.01%	369
2020 Q2	$11K	Buy	+200	New	+$10.4K	0.01%	394

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 $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJFSA

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

Atlas Private Wealth Advisors's IJK Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2021, closing a stake of 200 shares — an estimated $16K sold.

Atlas Private Wealth Advisors first reported a position in IJK in Q2 2020 and held it in 6 quarters. The position peaked at $16K in Q3 2021. 735 funds tracked by Wall St. Rank hold IJK as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 200 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2021, an estimated $16K.
Atlas Private Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $16K in Q3 2021.
735 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.