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

Clear Perspective 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 Q4	$378K	Hold	4,437	–	–	0.11%	120
2021 Q3	$351K	Hold	4,437	–	–	0.12%	115
2021 Q2	$359K	Sell	4,437 -2	-0%	-$161	0.12%	118
2021 Q1	$348K	Buy	4,439 +207	+5%	+$15.9K	0.14%	111
2020 Q4	$306K	Sell	4,232 -176	-4%	-$11.7K	0.13%	114
2020 Q3	$1.06K	Hold	4,408	–	–	0.5%	38
2020 Q2	$247K	Buy	+4,408	New	+$229K	0.13%	109
2020 Q1	–	Sell	-4,488	Closed	-$267K	–	119
2019 Q4	$267K	Hold	4,488	–	–	0.17%	117
2019 Q3	$251K	Hold	4,488	–	–	0.11%	121
2019 Q2	$254K	Hold	4,488	–	–	0.16%	120
2019 Q1	$246K	Buy	4,488 +256	+6%	+$13.5K	0.17%	125
2018 Q4	$202K	Hold	4,232	–	–	0.17%	134
2018 Q3	$246K	Buy	4,232 +2,116	+100%	+$123K	0.18%	125
2018 Q2	$119K	Hold	2,116	–	–	0.08%	182
2018 Q1	$115K	Hold	2,116	–	–	0.09%	175
2017 Q4	$114K	Sell	2,116 -60	-3%	-$3.16K	0.09%	175
2017 Q3	$110K	Buy	+2,176	New	+$107K	0.09%	177
2017 Q2	–	Sell	-60	Closed	-$2.92K	–	419
2017 Q1	$3K	Hold	60	–	–	﹤0.01%	372
2016 Q4	$3K	Buy	+60	New	+$2.64K	﹤0.01%	366

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clear Perspective Advisors's IJK Position: Q4 2021 in Review

Clear Perspective Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2021 at 4,437 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #120.

Clear Perspective Advisors first reported a position in IJK in Q4 2016 and has held it in 19 quarters since. 735 funds tracked by Wall St. Rank hold IJK as of Q4 2021.

Clear Perspective Advisors held 4,437 shares of iShares S&P Mid-Cap 400 Growth ETF worth $378K as of Q4 2021.
Clear Perspective Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2021.
iShares S&P Mid-Cap 400 Growth ETF made up 0.11% of Clear Perspective Advisors's portfolio in Q4 2021, its #120 holding.
Clear Perspective Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 19 quarters since.
735 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.