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

Frontier 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
2022 Q1	–	Sell	-2,452	Closed	-$209K	–	415
2021 Q4	$209K	Buy	+2,452	New	+$206K	0.01%	392
2021 Q3	–	Sell	-3,272	Closed	-$265K	–	435
2021 Q2	$265K	Buy	3,272 +1	+0%	+$80	0.02%	356
2021 Q1	$256K	Buy	3,271 +1	+0%	+$77	0.02%	333
2020 Q4	$236K	Buy	+3,270	New	+$218K	0.02%	334
2020 Q1	–	Sell	-3,376	Closed	-$201K	–	316
2019 Q4	$201K	Buy	+3,376	New	+$193K	0.03%	285

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Frontier Wealth Management's IJK Position: Q1 2022 in Review

Frontier Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2022, closing a stake of 2,452 shares — an estimated $209K sold.

Frontier Wealth Management first reported a position in IJK in Q4 2019 and held it in 5 quarters. The position peaked at $265K in Q2 2021. 708 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Frontier Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
Frontier Wealth Management sold 2,452 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $209K.
Frontier Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 5 quarters.
Frontier Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $265K in Q2 2021.
708 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Frontier Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.