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

Empowered Funds’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 Q2	–	Sell	-42,230	Closed	-$3.02M	–	1147
2023 Q1	$3.02M	Buy	+42,230	New	+$3.02M	0.18%	157
2021 Q2	–	Sell	-20,370	Closed	-$1.47M	–	259
2021 Q1	$1.47M	Hold	20,370	–	–	0.28%	128
2020 Q4	$1.47M	Buy	+20,370	New	+$1.36M	0.28%	128

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Empowered Funds's IJK Position: Q2 2023 in Review

Empowered Funds sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2023, closing a stake of 42,230 shares — an estimated $3.02M sold.

Empowered Funds first reported a position in IJK in Q4 2020 and held it in 3 quarters. The position peaked at $3.02M in Q1 2023. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

Empowered Funds reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
Empowered Funds sold 42,230 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $3.02M.
Empowered Funds first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 3 quarters.
Empowered Funds's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.02M in Q1 2023.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Empowered Funds's 13F filing for Q2 2023, filed 27 Jul 2023.