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

Clear Perspectives 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	-985	Closed	-$63K	–	217
2022 Q2	$63K	Hold	985	–	–	0.02%	78
2022 Q1	$76K	Hold	985	–	–	0.03%	79
2021 Q4	$84K	Hold	985	–	–	0.03%	83
2021 Q3	$78K	Hold	985	–	–	0.04%	83
2021 Q2	$80K	Hold	985	–	–	0.04%	81
2021 Q1	$77K	Hold	985	–	–	0.04%	75
2020 Q4	$71K	Buy	+985	New	+$65.7K	0.05%	75

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

Clear Perspectives Financial Planning's IJK Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 985 shares — an estimated $63K sold.

Clear Perspectives Financial Planning first reported a position in IJK in Q4 2020 and held it in 7 quarters. The position peaked at $84K in Q4 2021. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

Clear Perspectives Financial Planning reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 985 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $63K.
Clear Perspectives Financial Planning first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 7 quarters.
Clear Perspectives Financial Planning's iShares S&P Mid-Cap 400 Growth ETF position peaked at $84K 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 Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.