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

FourThought Financial’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 Q3	$90K	Buy	1,436 +357	+33%	+$24.6K	0.01%	456
2022 Q2	$69K	Buy	1,079 +15	+1%	+$1.05K	0.01%	519
2022 Q1	$82K	Hold	1,064	–	–	0.01%	524
2021 Q4	$91K	Sell	1,064 -412	-28%	-$34.5K	0.01%	508
2021 Q3	$116K	Hold	1,476	–	–	0.02%	451
2021 Q2	$119K	Hold	1,476	–	–	0.02%	453
2021 Q1	$115K	Hold	1,476	–	–	0.02%	463
2020 Q4	$106K	Buy	+1,476	New	+$98.4K	0.02%	468

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FourThought Financial's IJK Position: Q3 2022 in Review

FourThought Financial increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 33% in Q3 2022, buying an estimated $24.6K and bringing the position to 1,436 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #456.

FourThought Financial first reported a position in IJK in Q4 2020 and has held it in 8 quarters since. The position peaked at $119K in Q2 2021. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

FourThought Financial held 1,436 shares of iShares S&P Mid-Cap 400 Growth ETF worth $90K as of Q3 2022.
FourThought Financial bought 357 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $24.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #456 holding.
FourThought Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $119K in Q2 2021.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.