Certified Advisory Corp’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-35	Closed	-$3K	–	456
2021 Q1	$3K	Buy	+35	New	+$2.7K	﹤0.01%	710
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	698
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	698
2019 Q4	$2K	Hold	36	–	–	﹤0.01%	731
2019 Q3	$2K	Sell	36 -2,528	-99%	-$142K	﹤0.01%	735
2019 Q2	$145K	Sell	2,564 -31,672	-93%	-$1.76M	0.05%	195
2019 Q1	$1.88M	Sell	34,236 -11,436	-25%	-$604K	0.79%	31
2018 Q4	$2.18M	Buy	45,672 +4,056	+10%	+$212K	1.13%	18
2018 Q3	$2.42M	Buy	41,616 +2,460	+6%	+$143K	1.12%	17
2018 Q2	$2.2M	Buy	39,156 +12,064	+45%	+$674K	1.22%	16
2018 Q1	$1.48M	Sell	27,092 -29,420	-52%	-$1.63M	0.88%	28
2017 Q4	$1.32M	Buy	+56,512	New	+$2.98M	0.95%	25

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

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

DADC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Certified Advisory Corp's IJK Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2021, closing a stake of 35 shares — an estimated $3K sold.

Certified Advisory Corp first reported a position in IJK in Q4 2017 and held it in 12 quarters. The position peaked at $2.42M in Q3 2018. 657 funds tracked by Wall St. Rank hold IJK as of Q2 2021.

Certified Advisory Corp reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 35 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $3K.
Certified Advisory Corp first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.42M in Q3 2018.
657 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.