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

Concord Wealth Partners’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 Q1	–	Sell	-1	Closed	-$68	–	1111
2022 Q4	$68	Buy	+1	New	+$69	﹤0.01%	1234
2022 Q3	–	Sell	-7	Closed	–	–	613
2022 Q2	$0	Hold	7	–	–	﹤0.01%	1295
2022 Q1	$1K	Buy	7 +3	+75%	+$232	﹤0.01%	1208
2021 Q4	$0	Buy	+4	New	+$335	﹤0.01%	1323

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

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

Concord Wealth Partners's IJK Position: Q1 2023 in Review

Concord Wealth Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2023, closing a stake of 1 share — an estimated $68 sold.

Concord Wealth Partners first reported a position in IJK in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

Concord Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 1 iShares S&P Mid-Cap 400 Growth ETF share in Q1 2023, an estimated $68.
Concord Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 4 quarters.
Concord Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1K in Q1 2022.
719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.