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

Element Wealth’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	-275	Closed	-$18.8K	–	209
2022 Q4	$18.8K	Sell	275 -184	-40%	-$12.6K	0.02%	166
2022 Q3	$29K	Buy	459 +2	+0.4%	+$138	0.03%	156
2022 Q2	$29K	Buy	457 +1	+0.2%	+$70	0.03%	152
2022 Q1	$35K	Hold	456	–	–	0.03%	167
2021 Q4	$39K	Buy	456 +1	+0.2%	+$84	0.03%	148
2021 Q3	$36K	Sell	455 -1	-0.2%	-$81	0.03%	139
2021 Q2	$37K	Buy	456 +1	+0.2%	+$80	0.03%	131
2021 Q1	$36K	Sell	455 -94	-17%	-$7.24K	0.03%	131
2020 Q4	$40K	Buy	549 +1	+0.2%	+$67	0.04%	124
2020 Q3	$33K	Hold	548	–	–	0.04%	112
2020 Q2	$31K	Sell	548 -1,296	-70%	-$67.3K	0.04%	105
2020 Q1	$82K	Sell	1,844 -84	-4%	-$4.62K	0.11%	88
2019 Q4	$115K	Buy	+1,928	New	+$111K	0.12%	78

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

Element Wealth's IJK Position: Q1 2023 in Review

Element Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2023, closing a stake of 275 shares — an estimated $18.8K sold.

Element Wealth first reported a position in IJK in Q4 2019 and held it in 13 quarters. The position peaked at $115K in Q4 2019. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

Element Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
Element Wealth sold 275 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $18.8K.
Element Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 13 quarters.
Element Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $115K in Q4 2019.
719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Element Wealth's 13F filing for Q1 2023, filed 3 May 2023.