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

Bromfield Sneider 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
2024 Q1	$272K	Hold	2,984	–	–	0.17%	43
2023 Q4	$236K	Hold	2,984	–	–	0.16%	41
2023 Q3	$216K	Hold	2,984	–	–	0.16%	39
2023 Q2	$224K	Hold	2,984	–	–	0.18%	37
2023 Q1	$213K	Hold	2,984	–	–	0.18%	37
2022 Q4	$204K	Hold	2,984	–	–	0.19%	34
2022 Q3	$188K	Hold	2,984	–	–	0.22%	33
2022 Q2	$190K	Hold	2,984	–	–	0.23%	31
2022 Q1	$231K	Hold	2,984	–	–	0.24%	26
2021 Q4	$254K	Buy	+2,984	New	+$250K	0.26%	23

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IJK Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2024 at 2,984 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #43.

Bromfield Sneider Wealth Advisors first reported a position in IJK in Q4 2021 and has held it in 10 quarters since. 836 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

Bromfield Sneider Wealth Advisors held 2,984 shares of iShares S&P Mid-Cap 400 Growth ETF worth $272K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2024.
iShares S&P Mid-Cap 400 Growth ETF made up 0.17% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #43 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 10 quarters since.
836 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.