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

Clearview Wealth 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
2023 Q3	–	Sell	-140	Closed	-$10.5K	–	359
2023 Q2	$10.5K	Hold	140	–	–	0.01%	362
2023 Q1	$10K	Hold	140	–	–	0.01%	369
2022 Q4	$9.56K	Hold	140	–	–	0.01%	335
2022 Q3	$9K	Hold	140	–	–	0.01%	346
2022 Q2	$9K	Hold	140	–	–	0.01%	361
2022 Q1	$11K	Hold	140	–	–	0.01%	365
2021 Q4	$12K	Buy	140 +3	+2%	+$252	0.01%	383
2021 Q3	$11K	Hold	137	–	–	0.01%	402
2021 Q2	$11K	Sell	137 -188	-58%	-$15.1K	0.01%	408
2021 Q1	$25K	Sell	325 -412	-56%	-$31.7K	0.02%	308
2020 Q4	$53K	Buy	+737	New	+$49.1K	0.04%	193

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Clearview Wealth Advisors's IJK Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2023, closing a stake of 140 shares — an estimated $10.5K sold.

Clearview Wealth Advisors first reported a position in IJK in Q4 2020 and held it in 11 quarters. The position peaked at $53K in Q4 2020. 733 funds tracked by Wall St. Rank hold IJK as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 140 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2023, an estimated $10.5K.
Clearview Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $53K in Q4 2020.
733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.