CPWM LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

CPWM LLC’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 Q3	–	Sell	-2,646	Closed	-$214K	–	302
2021 Q2	$214K	Buy	2,646 +1	+0%	+$80	0.02%	291
2021 Q1	$207K	Buy	+2,645	New	+$204K	0.02%	320

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

CPWM LLC's IJK Position: Q3 2021 in Review

CPWM LLC sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2021, closing a stake of 2,646 shares — an estimated $214K sold.

CPWM LLC first reported a position in IJK in Q1 2021 and held it in 2 quarters. The position peaked at $214K in Q2 2021. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

CPWM LLC reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
CPWM LLC sold 2,646 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $214K.
CPWM LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and held it in 2 quarters.
CPWM LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $214K in Q2 2021.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on CPWM LLC's 13F filing for Q3 2021, filed 12 Nov 2021.