Clifford Swan Investment Counsel’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Clifford Swan Investment Counsel’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 Q1	–	Sell	-2,506	Closed	-$214K	–	329
2021 Q4	$214K	Sell	2,506 -742	-23%	-$62.2K	0.01%	324
2021 Q3	$282K	Hold	3,248	–	–	0.01%	295
2021 Q2	$264K	Hold	3,248	–	–	0.01%	291
2021 Q1	$255K	Hold	3,248	–	–	0.01%	294
2020 Q4	$235K	Sell	3,248 -116	-3%	-$7.74K	0.01%	297
2020 Q3	$201K	Buy	+3,364	New	+$200K	0.01%	299

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Clifford Swan Investment Counsel's IJK Position: Q1 2022 in Review

Clifford Swan Investment Counsel sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2022, closing a stake of 2,506 shares — an estimated $214K sold.

Clifford Swan Investment Counsel first reported a position in IJK in Q3 2020 and held it in 6 quarters. The position peaked at $282K in Q3 2021. 708 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Clifford Swan Investment Counsel reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
Clifford Swan Investment Counsel sold 2,506 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $214K.
Clifford Swan Investment Counsel first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 6 quarters.
Clifford Swan Investment Counsel's iShares S&P Mid-Cap 400 Growth ETF position peaked at $282K in Q3 2021.
708 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2022, filed 3 May 2022.