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

BigSur Wealth 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
2022 Q3	–	Sell	-356	Closed	-$23K	–	130
2022 Q2	$23K	Hold	356	–	–	0.01%	136
2022 Q1	$28K	Buy	+356	New	+$27.5K	0.01%	140

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

Goldman Sachs New York $871B AUM 31.28% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BigSur Wealth Management's IJK Position: Q3 2022 in Review

BigSur Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 356 shares — an estimated $23K sold.

BigSur Wealth Management first reported a position in IJK in Q1 2022 and held it in 2 quarters. The position peaked at $28K in Q1 2022. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

BigSur Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
BigSur Wealth Management sold 356 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $23K.
BigSur Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and held it in 2 quarters.
BigSur Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $28K in Q1 2022.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on BigSur Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.