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

Aurora Private Wealth’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	-5,171	Closed	-$330K	–	180
2022 Q2	$330K	Buy	5,171 +4	+0.1%	+$281	0.15%	107
2022 Q1	$399K	Buy	5,167 +4	+0.1%	+$309	0.16%	109
2021 Q4	$440K	Buy	5,163 +5	+0.1%	+$419	0.19%	96
2021 Q3	$408K	Sell	5,158 -62	-1%	-$5.03K	0.17%	124
2021 Q2	$422K	Buy	5,220 +398	+8%	+$31.9K	0.17%	118
2021 Q1	$378K	Buy	4,822 +621	+15%	+$47.8K	0.16%	123
2020 Q4	$303K	Sell	4,201 -355	-8%	-$23.7K	0.13%	152
2020 Q3	$272K	Buy	+4,556	New	+$271K	0.12%	151

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

Aurora Private Wealth's IJK Position: Q3 2022 in Review

Aurora Private Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 5,171 shares — an estimated $330K sold.

Aurora Private Wealth first reported a position in IJK in Q3 2020 and held it in 8 quarters. The position peaked at $440K in Q4 2021. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

Aurora Private Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
Aurora Private Wealth sold 5,171 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $330K.
Aurora Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 8 quarters.
Aurora Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $440K in Q4 2021.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on Aurora Private Wealth's 13F filing for Q3 2022, filed 12 Oct 2022.