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

CIM LLC’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
-8,400
Closed -$553K – 156
2022
Q2 		$553K Hold
8,400
– – 0.11% 99
2022
Q1 		$627K Hold
8,400
– – 0.12% 98
2021
Q4 		$626K Hold
8,400
– – 0.12% 95
2021
Q3 		$734K Buy
+8,400
New +$682K 0.11% 97
2018
Q1 		– Sell
-3,952
Closed -$213K – 100
2017
Q4 		$213K Buy
+3,952
New +$208K 0.08% 96

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
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

CIM LLC's IJK Position: Q3 2022 in Review

CIM LLC sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 8,400 shares — an estimated $553K sold.

CIM LLC first reported a position in IJK in Q4 2017 and held it in 5 quarters. The position peaked at $734K in Q3 2021. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

  • CIM LLC reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • CIM LLC sold 8,400 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $553K.
  • CIM LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 5 quarters.
  • CIM LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $734K in Q3 2021.
  • 643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on CIM LLC's 13F filing for Q3 2022, filed 2 Nov 2022.