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

BBJS 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
2023
Q3 		– Hold
0
– – – 126
2023
Q2 		– Sell
-50
Closed -$3.57K – 123
2023
Q1 		$3.6K Hold
50
– – ﹤0.01% 104
2022
Q4 		$3.42K Buy
+50
New +$3.44K ﹤0.01% 111

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BBJS Financial Advisors's IJK Position: Q3 2023 in Review

BBJS Financial Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2023 at 0 shares worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #126.

BBJS Financial Advisors first reported a position in IJK in Q4 2022 and has held it in 2 quarters since. The position peaked at $3.6K in Q1 2023. 733 funds tracked by Wall St. Rank hold IJK as of Q3 2023.

  • BBJS Financial Advisors held 0 shares of iShares S&P Mid-Cap 400 Growth ETF worth $21 as of Q3 2023.
  • BBJS Financial Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2023.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2023, its #126 holding.
  • BBJS Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • BBJS Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.6K in Q1 2023.
  • 733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on BBJS Financial Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.