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

Gratus Capital’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	-3,720	Closed	-$317K	–	208
2021 Q4	$317K	Hold	3,720	–	–	0.03%	171
2021 Q3	$295K	Hold	3,720	–	–	0.03%	161
2021 Q2	$301K	Buy	+3,720	New	+$299K	0.03%	160

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

Gratus Capital's IJK Position: Q1 2022 in Review

Gratus Capital sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2022, closing a stake of 3,720 shares — an estimated $317K sold.

Gratus Capital first reported a position in IJK in Q2 2021 and held it in 3 quarters. The position peaked at $317K in Q4 2021. 708 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Gratus Capital reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
Gratus Capital sold 3,720 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $317K.
Gratus Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and held it in 3 quarters.
Gratus Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $317K in Q4 2021.
708 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Gratus Capital's 13F filing for Q1 2022, filed 29 Apr 2022.