Center for Financial Planning’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Center for Financial Planning’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	-128	Closed	-$8K	–	660
2022 Q2	$8K	Hold	128	–	–	﹤0.01%	379
2022 Q1	$10K	Hold	128	–	–	﹤0.01%	367
2021 Q4	$11K	Hold	128	–	–	﹤0.01%	367
2021 Q3	$10K	Hold	128	–	–	﹤0.01%	362
2021 Q2	$10K	Hold	128	–	–	﹤0.01%	363
2021 Q1	$10K	Buy	+128	New	+$9.86K	﹤0.01%	380
2020 Q1	–	Sell	-1,532	Closed	-$91K	–	585
2019 Q4	$91K	Buy	+1,532	New	+$87.8K	0.02%	144

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

Center for Financial Planning's IJK Position: Q3 2022 in Review

Center for Financial Planning sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 128 shares — an estimated $8K sold.

Center for Financial Planning first reported a position in IJK in Q4 2019 and held it in 7 quarters. The position peaked at $91K in Q4 2019. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

Center for Financial Planning reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
Center for Financial Planning sold 128 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $8K.
Center for Financial Planning first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 7 quarters.
Center for Financial Planning's iShares S&P Mid-Cap 400 Growth ETF position peaked at $91K in Q4 2019.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on Center for Financial Planning's 13F filing for Q3 2022, filed 14 Oct 2022.