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

Evensky & Katz’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 Q2	–	Sell	-615	Closed	-$47K	–	78
2022 Q1	$47K	Buy	615 +2	+0.3%	+$155	﹤0.01%	71
2021 Q4	$52K	Buy	613 +1	+0.2%	+$84	0.01%	70
2021 Q3	$48K	Hold	612	–	–	0.01%	67
2021 Q2	$49K	Buy	612 +2	+0.3%	+$161	0.01%	67
2021 Q1	$48K	Hold	610	–	–	0.01%	65
2020 Q4	$44K	Sell	610 -650	-52%	-$43.3K	0.01%	62
2020 Q3	$75K	Sell	1,260 -1,384	-52%	-$82.3K	0.01%	63
2020 Q2	$148K	Buy	2,644 +8	+0.3%	+$415	0.02%	61
2020 Q1	$118K	Buy	2,636 +4	+0.2%	+$220	0.02%	69
2019 Q4	$156K	Sell	2,632 -5,968	-69%	-$342K	0.02%	70
2019 Q3	$481K	Sell	8,600 -716	-8%	-$40.3K	0.07%	64
2019 Q2	$527K	Buy	9,316 +24	+0.3%	+$1.33K	0.07%	61
2019 Q1	$508K	Buy	+9,292	New	+$490K	0.07%	60

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evensky & Katz's IJK Position: Q2 2022 in Review

Evensky & Katz sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 615 shares — an estimated $47K sold.

Evensky & Katz first reported a position in IJK in Q1 2019 and held it in 13 quarters. The position peaked at $527K in Q2 2019. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Evensky & Katz reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Evensky & Katz sold 615 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $47K.
Evensky & Katz first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 13 quarters.
Evensky & Katz's iShares S&P Mid-Cap 400 Growth ETF position peaked at $527K in Q2 2019.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Evensky & Katz's 13F filing for Q2 2022, filed 19 Jul 2022.