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

Filbrandt Wealth Management’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	$398K	Hold	5,024	–	–	0.23%	22
2021 Q2	$407K	Hold	5,024	–	–	0.23%	21
2021 Q1	$394K	Hold	5,024	–	–	0.24%	19
2020 Q4	$363K	Hold	5,024	–	–	0.23%	19
2020 Q3	$300K	Sell	5,024 -520	-9%	-$30.9K	0.23%	20
2020 Q2	$310K	Buy	5,544 +520	+10%	+$27K	0.25%	22
2020 Q1	$224K	Hold	5,024	–	–	0.25%	18
2019 Q4	$299K	Buy	+5,024	New	+$288K	0.26%	19

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

Filbrandt Wealth Management's IJK Position: Q3 2021 in Review

Filbrandt Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2021 at 5,024 shares worth $398K. The position accounts for 0.23% of the portfolio, ranked #22.

Filbrandt Wealth Management first reported a position in IJK in Q4 2019 and has held it in 8 quarters since. The position peaked at $407K in Q2 2021. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Filbrandt Wealth Management held 5,024 shares of iShares S&P Mid-Cap 400 Growth ETF worth $398K as of Q3 2021.
Filbrandt Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2021.
iShares S&P Mid-Cap 400 Growth ETF made up 0.23% of Filbrandt Wealth Management's portfolio in Q3 2021, its #22 holding.
Filbrandt Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $407K 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 Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.