Cascade Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Cascade Investment 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
2021 Q3	–	Sell	-700	Closed	-$56.7K	–	262
2021 Q2	$56.7K	Hold	700	–	–	0.04%	153
2021 Q1	$54.9K	Hold	700	–	–	0.04%	153
2020 Q4	$50.6K	Sell	700 -100	-13%	-$6.67K	0.04%	159
2020 Q3	$47.8K	Hold	800	–	–	0.04%	152
2020 Q2	$44.8K	Sell	800 -380	-32%	-$19.7K	0.04%	147
2020 Q1	$52.6K	Hold	1,180	–	–	0.06%	134
2019 Q4	$70.2K	Hold	1,180	–	–	0.05%	138
2019 Q3	$66K	Hold	1,180	–	–	0.05%	133
2019 Q2	$66.7K	Buy	+1,180	New	+$65.4K	0.06%	130

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

Cascade Investment Advisors's IJK Position: Q3 2021 in Review

Cascade Investment Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2021, closing a stake of 700 shares — an estimated $56.7K sold.

Cascade Investment Advisors first reported a position in IJK in Q2 2019 and held it in 9 quarters. The position peaked at $70.2K in Q4 2019. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Cascade Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
Cascade Investment Advisors sold 700 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $56.7K.
Cascade Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2019 and held it in 9 quarters.
Cascade Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $70.2K in Q4 2019.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Cascade Investment Advisors's 13F filing for Q3 2021, filed 21 Oct 2021.