Country Trust Bank’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Country Trust Bank’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 Q4	–	Sell	-660	Closed	-$42K	–	352
2022 Q3	$42K	Buy	660 +276	+72%	+$19.1K	﹤0.01%	192
2022 Q2	$24K	Hold	384	–	–	﹤0.01%	238
2022 Q1	$30K	Hold	384	–	–	﹤0.01%	239
2021 Q4	$33K	Hold	384	–	–	﹤0.01%	243
2021 Q3	$30K	Hold	384	–	–	﹤0.01%	246
2021 Q2	$31K	Hold	384	–	–	﹤0.01%	230
2021 Q1	$30K	Sell	384 -54	-12%	-$4.16K	﹤0.01%	229
2020 Q4	$32K	Buy	438 +54	+14%	+$3.6K	﹤0.01%	207
2020 Q3	$23K	Hold	384	–	–	﹤0.01%	203
2020 Q2	$22K	Hold	384	–	–	﹤0.01%	186
2020 Q1	$17K	Hold	384	–	–	﹤0.01%	197
2019 Q4	$23K	Hold	384	–	–	﹤0.01%	192
2019 Q3	$21K	Hold	384	–	–	﹤0.01%	185
2019 Q2	$22K	Hold	384	–	–	﹤0.01%	181
2019 Q1	$21K	Hold	384	–	–	﹤0.01%	183
2018 Q4	$18K	Hold	384	–	–	﹤0.01%	198
2018 Q3	$22K	Buy	+384	New	+$22.3K	﹤0.01%	179

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

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

Goldman Sachs New York $871B AUM 31.28% 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

MMEA

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

Country Trust Bank's IJK Position: Q4 2022 in Review

Country Trust Bank sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2022, closing a stake of 660 shares — an estimated $42K sold.

Country Trust Bank first reported a position in IJK in Q3 2018 and held it in 17 quarters. The position peaked at $42K in Q3 2022. 697 funds tracked by Wall St. Rank hold IJK as of Q4 2022.

Country Trust Bank reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2022 after selling out during the quarter.
Country Trust Bank sold 660 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2022, an estimated $42K.
Country Trust Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and held it in 17 quarters.
Country Trust Bank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $42K in Q3 2022.
697 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2022.

Based on Country Trust Bank's 13F filing for Q4 2022, filed 18 Jan 2023.