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

Bowling Portfolio 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 Q2	–	Sell	-2,694	Closed	-$208K	–	203
2022 Q1	$208K	Hold	2,694	–	–	0.04%	192
2021 Q4	$230K	Sell	2,694 -15	-0.6%	-$1.26K	0.05%	195
2021 Q3	$215K	Sell	2,709 -43	-2%	-$3.49K	0.05%	196
2021 Q2	$223K	Hold	2,752	–	–	0.05%	197
2021 Q1	$216K	Buy	+2,752	New	+$212K	0.05%	199

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

Bowling Portfolio Management's IJK Position: Q2 2022 in Review

Bowling Portfolio Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 2,694 shares — an estimated $208K sold.

Bowling Portfolio Management first reported a position in IJK in Q1 2021 and held it in 5 quarters. The position peaked at $230K in Q4 2021. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Bowling Portfolio Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Bowling Portfolio Management sold 2,694 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $208K.
Bowling Portfolio Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and held it in 5 quarters.
Bowling Portfolio Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $230K in Q4 2021.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Bowling Portfolio Management's 13F filing for Q2 2022, filed 21 Jul 2022.