Baron Silver Stevens Financial Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Baron Silver Stevens Financial 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
2022 Q4	–	Sell	-1,036	Closed	-$217	–	119
2022 Q3	$217	Buy	+1,036	New	+$71.5K	0.06%	82
2021 Q1	–	Sell	-1,036	Closed	-$74K	–	236
2020 Q4	$74K	Buy	+1,036	New	+$69.1K	0.03%	113

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IJK Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2022, closing a stake of 1,036 shares — an estimated $217 sold.

Baron Silver Stevens Financial Advisors first reported a position in IJK in Q4 2020 and held it in 2 quarters. The position peaked at $74K in Q4 2020. 697 funds tracked by Wall St. Rank hold IJK as of Q4 2022.

Baron Silver Stevens Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2022 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 1,036 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2022, an estimated $217.
Baron Silver Stevens Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 2 quarters.
Baron Silver Stevens Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $74K in Q4 2020.
697 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.