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

Baldrige Asset 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	$11K	Hold	148	–	–	﹤0.01%	255
2022 Q4	$10K	Sell	148 -43	-23%	-$2.96K	﹤0.01%	247
2022 Q3	$12K	Hold	191	–	–	0.01%	238
2022 Q2	$12K	Hold	191	–	–	0.01%	246
2022 Q1	$15K	Hold	191	–	–	0.01%	249
2021 Q4	$16K	Sell	191 -85	-31%	-$7.13K	0.01%	250
2021 Q3	$22K	Hold	276	–	–	0.01%	226
2021 Q2	$22K	Buy	+276	New	+$22.2K	0.01%	230

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

Baldrige Asset Management's IJK Position: Q1 2023 in Review

Baldrige Asset Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2023 at 148 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Baldrige Asset Management first reported a position in IJK in Q2 2021 and has held it in 8 quarters since. The position peaked at $22K in Q3 2021. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

Baldrige Asset Management held 148 shares of iShares S&P Mid-Cap 400 Growth ETF worth $11K as of Q1 2023.
Baldrige Asset Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2023.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #255 holding.
Baldrige Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $22K in Q3 2021.
719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.