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

Choate 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
2022 Q3	–	Sell	-244	Closed	-$16K	–	306
2022 Q2	$16K	Hold	244	–	–	﹤0.01%	301
2022 Q1	$19K	Hold	244	–	–	﹤0.01%	342
2021 Q4	$21K	Hold	244	–	–	﹤0.01%	326
2021 Q3	$19K	Hold	244	–	–	﹤0.01%	292
2021 Q2	$20K	Hold	244	–	–	﹤0.01%	311
2021 Q1	$19K	Hold	244	–	–	﹤0.01%	287
2020 Q4	$18K	Hold	244	–	–	﹤0.01%	275
2020 Q3	$15K	Buy	+244	New	+$14.5K	﹤0.01%	274

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

Choate Investment Advisors's IJK Position: Q3 2022 in Review

Choate Investment Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 244 shares — an estimated $16K sold.

Choate Investment Advisors first reported a position in IJK in Q3 2020 and held it in 8 quarters. The position peaked at $21K in Q4 2021. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

Choate Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
Choate Investment Advisors sold 244 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $16K.
Choate Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 8 quarters.
Choate Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $21K in Q4 2021.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on Choate Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.