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

BDO 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
2023 Q2	$773K	Buy	10,311 +3	+0%	+$214	0.09%	149
2023 Q1	$737K	Buy	10,308 +3	+0%	+$214	0.09%	144
2022 Q4	$704K	Buy	10,305 +44	+0.4%	+$3.02K	0.09%	152
2022 Q3	$647K	Buy	10,261 +5	+0%	+$345	0.09%	151
2022 Q2	$654K	Sell	10,256 -137	-1%	-$9.62K	0.08%	151
2022 Q1	$803K	Buy	10,393 +3	+0%	+$232	0.09%	144
2021 Q4	$886K	Buy	10,390 +2	+0%	+$168	0.09%	144
2021 Q3	$823K	Sell	10,388 -348	-3%	-$28.3K	0.09%	144
2021 Q2	$869K	Sell	10,736 -24	-0.2%	-$1.93K	0.1%	144
2021 Q1	$843K	Sell	10,760 -3,982	-27%	-$307K	0.1%	143
2020 Q4	$1.06M	Sell	14,742 -514	-3%	-$34.3K	0.15%	97
2020 Q3	$912K	Buy	15,256 +952	+7%	+$56.6K	0.15%	103
2020 Q2	$801K	Sell	14,304 -1,736	-11%	-$90.2K	0.14%	107
2020 Q1	$716K	Sell	16,040 -4,204	-21%	-$231K	0.14%	105
2019 Q4	$1.21M	Sell	20,244 -4,376	-18%	-$251K	0.31%	68
2019 Q3	$1.38M	Sell	24,620 -5,584	-18%	-$314K	0.35%	53
2019 Q2	$1.71M	Sell	30,204 -3,796	-11%	-$211K	0.47%	48
2019 Q1	$1.86M	Sell	34,000 -9,668	-22%	-$510K	0.54%	43
2018 Q4	$2.09M	Sell	43,668 -2,864	-6%	-$150K	0.72%	30
2018 Q3	$2.71M	Buy	46,532 +3,576	+8%	+$208K	0.88%	25
2018 Q2	$2.41M	Buy	42,956 +3,988	+10%	+$223K	0.82%	23
2018 Q1	$2.13M	Buy	38,968 +29,116	+296%	+$1.61M	0.8%	24
2017 Q4	$532K	Buy	9,852 +7,120	+261%	+$375K	0.24%	75
2017 Q3	$138K	Sell	2,732 -28,184	-91%	-$1.39M	0.07%	124
2017 Q2	$1.52M	Buy	+30,916	New	+$1.5M	0.66%	24

Other funds holding IJK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BDO Wealth Advisors's IJK Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.03% in Q2 2023, buying an estimated $214 and bringing the position to 10,311 shares worth $773K. The position accounts for 0.09% of the portfolio, ranked #149.

BDO Wealth Advisors first reported a position in IJK in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.71M in Q3 2018. 727 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

BDO Wealth Advisors held 10,311 shares of iShares S&P Mid-Cap 400 Growth ETF worth $773K as of Q2 2023.
BDO Wealth Advisors bought 3 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $214.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of BDO Wealth Advisors's portfolio in Q2 2023, its #149 holding.
BDO Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.71M in Q3 2018.
727 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.