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Consolidated Planning Corp’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Consolidated Planning Corp’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 		– Sell
-284
Closed -$22K – 238
2021
Q3 		$22K Buy
+284
New +$23.1K 0.01% 241

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
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

Consolidated Planning Corp's IJK Position: Q4 2021 in Review

Consolidated Planning Corp sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2021, closing a stake of 284 shares — an estimated $22K sold.

Consolidated Planning Corp first reported a position in IJK in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 735 funds tracked by Wall St. Rank hold IJK as of Q4 2021.

  • Consolidated Planning Corp reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 284 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2021, an estimated $22K.
  • Consolidated Planning Corp first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's iShares S&P Mid-Cap 400 Growth ETF position peaked at $22K in Q3 2021.
  • 735 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.