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

Enzi 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
-3,220
Closed -$230K – 68
2022
Q4 		$230K Hold
3,220
– – 0.11% 65
2022
Q3 		$232K Buy
+3,220
New +$222K 0.11% 67

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Enzi Wealth's IJK Position: Q1 2023 in Review

Enzi Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2023, closing a stake of 3,220 shares — an estimated $230K sold.

Enzi Wealth first reported a position in IJK in Q3 2022 and held it in 2 quarters. The position peaked at $232K in Q3 2022. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

  • Enzi Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Enzi Wealth sold 3,220 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $230K.
  • Enzi Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2022 and held it in 2 quarters.
  • Enzi Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $232K in Q3 2022.
  • 719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Enzi Wealth's 13F filing for Q1 2023, filed 18 Apr 2023.