Gofen & Glossberg’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $369K | Hold |
5,399
| – | – | 0.01% | 395 |
|
|
2022
Q3 | $340K | Hold |
5,399
| – | – | 0.01% | 390 |
|
|
2022
Q2 | $344K | Hold |
5,399
| – | – | 0.01% | 391 |
|
|
2022
Q1 | $417K | Hold |
5,399
| – | – | 0.01% | 380 |
|
|
2021
Q4 | $460K | Hold |
5,399
| – | – | 0.01% | 371 |
|
|
2021
Q3 | $428K | Sell |
5,399
-1,320
| -20% | -$107K | 0.01% | 375 |
|
|
2021
Q2 | $544K | Hold |
6,719
| – | – | 0.01% | 325 |
|
|
2021
Q1 | $527K | Sell |
6,719
-109
| -2% | -$8.4K | 0.01% | 323 |
|
|
2020
Q4 | $493K | Hold |
6,828
| – | – | 0.01% | 312 |
|
|
2020
Q3 | $408K | Hold |
6,828
| – | – | 0.01% | 318 |
|
|
2020
Q2 | $382K | Hold |
6,828
| – | – | 0.01% | 320 |
|
|
2020
Q1 | $305K | Hold |
6,828
| – | – | 0.01% | 328 |
|
|
2019
Q4 | $406K | Hold |
6,828
| – | – | 0.01% | 323 |
|
|
2019
Q3 | $382K | Hold |
6,828
| – | – | 0.01% | 321 |
|
|
2019
Q2 | $386K | Hold |
6,828
| – | – | 0.01% | 318 |
|
|
2019
Q1 | $374K | Buy |
6,828
+296
| +5% | +$15.6K | 0.01% | 315 |
|
|
2018
Q4 | $312K | Sell |
6,532
-216
| -3% | -$11.3K | 0.01% | 330 |
|
|
2018
Q3 | $393K | Hold |
6,748
| – | – | 0.01% | 322 |
|
|
2018
Q2 | $379K | Buy |
6,748
+216
| +3% | +$12.1K | 0.01% | 322 |
|
|
2018
Q1 | $357K | Hold |
6,532
| – | – | 0.01% | 335 |
|
|
2017
Q4 | $352K | Hold |
6,532
| – | – | 0.01% | 357 |
|
|
2017
Q3 | $330K | Hold |
6,532
| – | – | 0.01% | 364 |
|
|
2017
Q2 | $321K | Hold |
6,532
| – | – | 0.01% | 368 |
|
|
2017
Q1 | $312K | Hold |
6,532
| – | – | 0.01% | 362 |
|
|
2016
Q4 | $298K | Hold |
6,532
| – | – | 0.01% | 348 |
|
|
2016
Q3 | $285K | Hold |
6,532
| – | – | 0.01% | 361 |
|
|
2016
Q2 | $276K | Buy |
6,532
+108
| +2% | +$4.48K | 0.01% | 366 |
|
|
2016
Q1 | $261K | Hold |
6,424
| – | – | 0.01% | 377 |
|
|
2015
Q4 | $259K | Hold |
6,424
| – | – | 0.01% | 370 |
|
|
2015
Q3 | $252K | Hold |
6,424
| – | – | 0.01% | 374 |
|
|
2015
Q2 | $272K | Hold |
6,424
| – | – | 0.01% | 378 |
|
|
2015
Q1 | $275K | Hold |
6,424
| – | – | 0.01% | 376 |
|
|
2014
Q4 | $256K | Hold |
6,424
| – | – | 0.01% | 384 |
|
|
2014
Q3 | $243K | Hold |
6,424
| – | – | 0.01% | 389 |
|
|
2014
Q2 | $252K | Hold |
6,424
| – | – | 0.01% | 380 |
|
|
2014
Q1 | $248K | Hold |
6,424
| – | – | 0.01% | 372 |
|
|
2013
Q4 | $241K | Hold |
6,424
| – | – | 0.01% | 375 |
|
|
2013
Q3 | $223K | Hold |
6,424
| – | – | 0.01% | 368 |
|
|
2013
Q2 | $207K | Buy |
+6,424
| New | +$208K | 0.01% | 367 |
|
Other funds holding IJK
MMEA
Gofen & Glossberg's IJK Position: Q4 2022 in Review
Gofen & Glossberg held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2022 at 5,399 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #395.
Gofen & Glossberg first reported a position in IJK in Q2 2013 and has held it in 39 quarters since. The position peaked at $544K in Q2 2021. 697 funds tracked by Wall St. Rank hold IJK as of Q4 2022.
- Gofen & Glossberg held 5,399 shares of iShares S&P Mid-Cap 400 Growth ETF worth $369K as of Q4 2022.
- Gofen & Glossberg left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2022.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #395 holding.
- Gofen & Glossberg first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 39 quarters since.
- Gofen & Glossberg's iShares S&P Mid-Cap 400 Growth ETF position peaked at $544K in Q2 2021.
- 697 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.