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

Bedel Financial Consulting’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 Q2	–	Sell	-140	Closed	-$11K	–	507
2022 Q1	$11K	Sell	140 -404	-74%	-$31.2K	﹤0.01%	648
2021 Q4	$46K	Hold	544	–	–	0.01%	409
2021 Q3	$43K	Hold	544	–	–	0.01%	401
2021 Q2	$44K	Sell	544 -60	-10%	-$4.82K	0.02%	398
2021 Q1	$47K	Buy	604 +60	+11%	+$4.62K	0.02%	369
2020 Q4	$39K	Hold	544	–	–	0.02%	347
2020 Q3	$33K	Hold	544	–	–	0.02%	354
2020 Q2	$30K	Hold	544	–	–	0.02%	346
2020 Q1	$24K	Hold	544	–	–	0.02%	366
2019 Q4	$32K	Hold	544	–	–	0.02%	355
2019 Q3	$30K	Hold	544	–	–	0.02%	348
2019 Q2	$31K	Buy	544 +140	+35%	+$7.76K	0.02%	344
2019 Q1	$22K	Hold	404	–	–	0.01%	378
2018 Q4	$19K	Hold	404	–	–	0.01%	371
2018 Q3	$22K	Hold	404	–	–	0.01%	371
2018 Q2	$23K	Hold	404	–	–	0.02%	359
2018 Q1	$22K	Buy	+404	New	+$22.3K	0.02%	369

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bedel Financial Consulting's IJK Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 140 shares — an estimated $11K sold.

Bedel Financial Consulting first reported a position in IJK in Q1 2018 and held it in 17 quarters. The position peaked at $47K in Q1 2021. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 140 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $11K.
Bedel Financial Consulting first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's iShares S&P Mid-Cap 400 Growth ETF position peaked at $47K in Q1 2021.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.