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

Gradient Investments’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
2023 Q1	–	Sell	-68	Closed	-$4.64K	–	1577
2022 Q4	$4.64K	Buy	+68	New	+$4.67K	﹤0.01%	944
2021 Q1	–	Sell	-17	Closed	-$4K	–	1208
2020 Q4	$4K	Sell	17 -51	-75%	-$3.4K	﹤0.01%	842
2020 Q3	$4K	Hold	68	–	–	﹤0.01%	848
2020 Q2	$4K	Hold	68	–	–	﹤0.01%	778
2020 Q1	$3K	Hold	68	–	–	﹤0.01%	856
2019 Q4	$4K	Hold	68	–	–	﹤0.01%	851
2019 Q3	$4K	Buy	+68	New	+$3.82K	﹤0.01%	827
2018 Q4	–	Sell	-16	Closed	-$1K	–	997
2018 Q3	$1K	Buy	+16	New	+$929	﹤0.01%	911
2015 Q1	–	Sell	-48	Closed	-$2K	–	675
2014 Q4	$2K	Hold	48	–	–	﹤0.01%	488
2014 Q3	$2K	Hold	48	–	–	﹤0.01%	415
2014 Q2	$2K	Hold	48	–	–	﹤0.01%	431
2014 Q1	$2K	Hold	48	–	–	﹤0.01%	444
2013 Q4	$2K	Hold	48	–	–	﹤0.01%	510
2013 Q3	$2K	Hold	48	–	–	﹤0.01%	411
2013 Q2	$2K	Buy	+48	New	+$1.56K	﹤0.01%	367

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

Gradient Investments's IJK Position: Q1 2023 in Review

Gradient Investments sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2023, closing a stake of 68 shares — an estimated $4.64K sold.

Gradient Investments first reported a position in IJK in Q2 2013 and held it in 15 quarters. The position peaked at $4.64K in Q4 2022. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

Gradient Investments reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 68 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $4.64K.
Gradient Investments first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 15 quarters.
Gradient Investments's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.64K in Q4 2022.
719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.