Brouwer & Janachowski’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Brouwer & Janachowski’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
2021 Q3	–	Sell	-2,560	Closed	-$207K	–	70
2021 Q2	$207K	Hold	2,560	–	–	0.04%	57
2021 Q1	$201K	Buy	+2,560	New	+$197K	0.04%	50
2015 Q3	–	Sell	-2,560	Closed	-$108K	–	62
2015 Q2	$108K	Buy	+2,560	New	+$110K	0.05%	51
2014 Q2	–	Sell	-2,560	Closed	-$98K	–	61
2014 Q1	$98K	Buy	+2,560	New	+$96.4K	0.05%	59

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Brouwer & Janachowski's IJK Position: Q3 2021 in Review

Brouwer & Janachowski sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2021, closing a stake of 2,560 shares — an estimated $207K sold.

Brouwer & Janachowski first reported a position in IJK in Q1 2014 and held it in 4 quarters. The position peaked at $207K in Q2 2021. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Brouwer & Janachowski reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
Brouwer & Janachowski sold 2,560 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $207K.
Brouwer & Janachowski first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2014 and held it in 4 quarters.
Brouwer & Janachowski's iShares S&P Mid-Cap 400 Growth ETF position peaked at $207K in Q2 2021.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.