Cordasco Financial Network’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Cordasco Financial Network’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 Q2	$38K	Hold	595	–	–	0.03%	224
2022 Q1	$46K	Hold	595	–	–	0.03%	209
2021 Q4	$51K	Hold	595	–	–	0.03%	199
2021 Q3	$47K	Sell	595 -185	-24%	-$15K	0.03%	207
2021 Q2	$63K	Hold	780	–	–	0.04%	165
2021 Q1	$61K	Hold	780	–	–	0.04%	152
2020 Q4	$56K	Hold	780	–	–	0.04%	152
2020 Q3	$47K	Hold	780	–	–	0.04%	169
2020 Q2	$44K	Hold	780	–	–	0.04%	160
2020 Q1	$35K	Hold	780	–	–	0.04%	155
2019 Q4	$46K	Hold	780	–	–	0.04%	146
2019 Q3	$44K	Hold	780	–	–	0.04%	148
2019 Q2	$44K	Hold	780	–	–	0.04%	143
2019 Q1	$43K	Hold	780	–	–	0.04%	151
2018 Q4	$37K	Hold	780	–	–	0.04%	148
2018 Q3	$45K	Hold	780	–	–	0.04%	142
2018 Q2	$44K	Hold	780	–	–	0.04%	143
2018 Q1	$43K	Hold	780	–	–	0.05%	131
2017 Q4	$42K	Hold	780	–	–	0.04%	129
2017 Q3	$39K	Hold	780	–	–	0.04%	128
2017 Q2	$38K	Hold	780	–	–	0.04%	127
2017 Q1	$37K	Buy	+780	New	+$36.8K	0.04%	131

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cordasco Financial Network's IJK Position: Q2 2022 in Review

Cordasco Financial Network held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2022 at 595 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #224.

Cordasco Financial Network first reported a position in IJK in Q1 2017 and has held it in 22 quarters since. The position peaked at $63K in Q2 2021. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Cordasco Financial Network held 595 shares of iShares S&P Mid-Cap 400 Growth ETF worth $38K as of Q2 2022.
Cordasco Financial Network left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2022.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Cordasco Financial Network's portfolio in Q2 2022, its #224 holding.
Cordasco Financial Network first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2017 and has held it in 22 quarters since.
Cordasco Financial Network's iShares S&P Mid-Cap 400 Growth ETF position peaked at $63K in Q2 2021.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.